Monday, Sep 19

Weekly Talking Points for Financial Advisors (9/19/2022)

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:

August’s inflation report worried markets and triggered a selloff in the S&P 500. Monthly prices rose 0.1% and yearly prices rose 8.3%. While declines in energy helped, rising prices across much of the rest of the economy propelled prices upward with monthly core prices, which exclude food and energy, rising 0.6%. The hotter-than-expected report is likely to put the Fed in a more hawkish position for longer.

The Fed meets September 20-21 and the market, based on Fed futures, is expecting a 75 basis point hike, with a small probability for a full point hike.

Consumer sentiment continued to improve in the preliminary September report, with long-term inflation expectations falling to the lowest level in more than a year. However, consumers still are uncertain about current and future economic prospects with overall sentiment still at some of its lowest readings over the last few decades.

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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.