FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. Seventy years of peace in Europe were shattered as Russia invaded Ukraine in February 2022.

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Economics Portfolio Equities Investors 52

FineMark

JANUARY 17, 2024

Eventually, the Consumer Price Index retracted, dropping from its peak of 9% in summer 2022 to its current rate of about 3%. FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. Not since the early 1980s had such a rapid rise in rates been experienced in the U.S.

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S&P Equities Valuation Investment 52

FineMark

APRIL 13, 2023

Interestingly, throughout 2021 and 2022, there were no U.S. As we wrote in our Q4 2022 newsletter, we believe that the Fed will stop raising rates during the second quarter of 2023. If you missed our previous coverage, you can read our Q4 2022 newsletter here: [link].) SVB is the second-largest bank failure in U.S.

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Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

The elevated inflationary period experienced in 2022, combined with challenging demographics faced by our nation, have contributed to this uptick. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view. We’re always happy to help!

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S&P Investment Portfolio Corporation 52

FineMark

JULY 13, 2023

This came to pass in June as the Fed paused its rate-hiking cadence, which began in March 2022. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view. You’ll notice our positioning hasn’t changed since our last letter.

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