Monday, Jul 18

Weekly Talking Points for Financial Advisors (7/18/2022)

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:

The Consumer Price Index rose 9.1% from the year before, up from May’s 8.6% increase. Energy prices account for roughly half of the overall increase, with gasoline up 59.9% and overall energy up 41.6% over the year. Though core inflation slowed for the third consecutive month, rising 5.9% over the year, down from 6.0% in May and 6.5% in March

June’s retail sales rose 1.0%, coming back from the dip in May. While gas station spending surged in June with high gas prices, online shopping and furniture sales climbed back from their May decline.

Consumer sentiment rose in the early July survey, off of the record lows in June. Longer-term inflation expectations cooled, and current conditions jumped by the most since April 2021, likely buoyed by falling gas prices.

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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.