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Market & Portfolio Review: 7-15-22

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The Inflation Head Fake?

In this week’s market update, we are going to review the recent inflation report, what we think it’s saying about price pressure today, and more importantly, what it may suggest about the path of inflation tomorrow. Additionally, we will break down what we believe caused the selling pressure earlier in the week and why stocks moved higher after the inflation report came out, despite a fresh inflationary surge. We wrap things up with a quick review of how we are looking to position assets after the most recent inflation report.

Key Takeaways

  1. The June inflation report appears to mark a possible peak in price pressures 
  2. Commodity prices continue to collapse, which should help offset inflation
  3. Growth stocks historically outperform value during times of slowing growth and disinflation

The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a SEC registered investment adviser. Registration does not imply a certain level of skill or training.  Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.

Robert Reaburn

Robert Reaburn

Robert Reaburn is the Executive Vice President and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best empower their clients with a lifetime of financial security.

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