“Our take is that this is going to be a harder landing, and for us the consumer is the catalyst,” stated Peter Higgins, Head of Fixed Income at Shelton Capital.

"While [the CPI] report is evidence of continued progress toward the Fed’s 2% goal, it is not quite enough to declare the mission accomplished, so the Fed will keep its options open for another 25 bp rate hike and a ‘higher for longer’ policy," according to Jeff Rosenkranz, portfolio manager at Shelton Capital.

One of the most important strategies for the average investor is to stick to long-term goals and ignore short-term swings. It’s a proven strategy, but it’s easier said than done. Why? Because, deep down, every investor wants to be in the market when it’s going up and, on the sidelines, when it’s going down.

In this week’s CIO Minute, Derek Izuel discusses the JOLTS report, recent geopolitical concerns, and what to expect in the bond market going forward.

Congratulations to Nicolette DiMaggio for being named one of the most “Influential Women in Institutional Investing” by Pensions & Investments.

In this CIO Minute, Derek Izuel discusses the breadth of the S&P 500, seven companies driving most domestic markets, and why international might outperform.