First Half Recap - Inflation Up, Markets Down


Tyler and Jordan recap the first half equity, fixed income, and commodity markets. Inflation is impacting valuations for both stocks and bonds while negatively impacting consumer sentiment. The good news is valuations are coming down to more sustainable levels and returns after bear markets have historically been strong.


Charts Discussed:


Tough first half returns for stocks and bonds:


Inflation averaged over 8% for the first 5 monthly readings in 2022:


Commodity prices have cooled off which could be a positive sign for inflation over the next few months:



Consumer sentiment is at record lows:


Returns after bear markets historically have been strong:


Returns to get back to market high watermarks:


Valuations are becoming more attractive:



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