Monday, Nov 14

Weekly Talking Points for Financial Advisors (11/14/2022)

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

Read the highlights of this week's commentary from Helios:

Inflation came in better than expected in October, with headline CPI rising 0.4% in the month and 7.7% over the prior year. The yearly number is down from 8.2% in September and was better than the median economist forecast of 7.9%. Core CPI, which excludes food and energy, dropped to 0.3% in the month and 6.3% over the prior year, down from its recent September peak of 6.7%. Shelter continued to push higher, growing 0.8% in October, though monthly gains in rent and owners-equivalent rent both finally started to slow.

The surprise good news on the inflation front caused markets to rally with the S&P 500 gaining 5.54% and the 10-year yield falling 28 basis points on Thursday.

Consumer sentiment retreated in early November, hitting a fresh four-month low amid rising inflation expectations.

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Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.