Jeff and Ron discuss the state of the economy, inflation, the bond and stock markets, and they outline, in broad terms, their current investments.
Jeff and Ron Muhlenkamp share that although it was a quiet first quarter in economic news, the markets were not so quiet. Jeff and Ron are still watching for signs of a recession due to the inverted yield curve but also think that there is a possibility of an inflationary boom. They feel they are prepared for either scenario and give their reasons why.
Jeff and Ron Muhlenkamp provide a recap of 2023 and look at the state of the economy at the start of 2024. They also explain their reason behind why they have significant portfolio holdings in certain industries.
Jeff and Ron Muhlenkamp give an update on the relevant economic indicators impacting investments. They also provide their thoughts on inflation, the possibility of a recession, and a list of things “broken” by the Fed due to it raising interest rates.
Jeff and Ron Muhlenkamp review what happened in 2022 regarding inflation, interest rates, the housing market, supply disruptions, energy problems, and foreign currency turbulence.
The Fed’s inflation-fighting efforts have resulted in a stronger dollar relative to most other major currencies.
Jeff and Ron focus on the response by the Federal Reserve to rising inflation. They also discuss some of the consequences of increasing interest rates.
