Weekly Investment Update: January 16, 2024

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Key Events: Inflation picks up

Consumer prices rose more than expected; Core CPI climbed 3.9%, well above the Fed’s inflation target driven by increases in housing prices. Meanwhile continued Houthi attacks on ships in the Red Sea may further stoke supply-chain inflationary pressures.

The SEC provided landmark approval for exchange traded funds that directly invest in Bitcoin.

Market Review: A bumpy start to the new year

Stocks processed economic prospects: Large cap stocks gained, while small cap stocks remained in the red.

Bonds recovered from last week’s losses on hopes for rate cuts and a strong economy.

Outlook: …Uncertainty

An uncertain outlook greets us in the new year:

  • Will we have a soft landing, recession, or “no landing”?
  • When will the Fed cut rates, and by how much?

Answers to these questions will drive markets for the year. Our portfolios are diversified, with a broad mix of stocks and bonds. Markets move in cycles; OneAscent portfolios are prepared to thrive amidst the uncertainty of 2024.

Market cycles[1]

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Navigator Outlook: January 2023

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[1] Source: Visual Capitalist Visualizing 60 Years of Stock Market Cycles (visualcapitalist.com)

[2] Source: Market Returns reference the following indices: Large Cap – S&P 500, Mid Cap Growth – Russell Midcap growth, Mid Cap Value – Russell Midcap Value, Small Cap – Russell 2000, Developed – MSCI EAFE, Emerging – MSCI Emerging Markets, Aggregate – Bloomberg US Aggregate, High Yield – Bloomberg High Yield

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Past performance may not be representative of future results.  All investments are subject to loss.  Forecasts regarding the market or economy are subject to a wide range of possible outcomes.  The views presented in this market update may prove to be inaccurate for a variety of factors.  These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data.  Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.