Weekly Investment Update: April 17, 2023

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Key Events: Moderating

The interest rate hiking cycle is likely moderating, according to the minutes of the Fed’s March meeting. Their economic projection suggested one more ¼ point rate hike.

Inflation is moderating as well; both consumer and producer inflation data show that inflationary pressures are moderating. This has helped consumer sentiment continue its recovery from its 2022 lows.[1]

Less positive is the trajectory of corporate earnings: 2Q earnings are expected to decline 6.5%.[2]

Market Review: Modest

Markets were relatively calm this week. The S&P 500 gained 0.8% for the week while smaller-cap stocks and bonds finished with slightly higher gains. Growth outperformed, continuing the Q1 trend.   

High grade bonds were flat, while high-yield gained as the risk of a banking-crisis induced recession diminished.

Outlook: Moderate or Modest?

The market is caught between the potential for modest growth over the long term and a moderate recession in the short term, in contrast to the mild recession or soft landing – expected before the banking crisis.

There is data to support both views. The chart below shows that mortgage rates are moderating, illustrative of the general decline in inflation and optimistic outlook. Profit margins are declining, leading to lower earnings estimates that are generally associated with recessions and bear markets. OneAscent portfolios are diversified, and we remain disciplined in our balanced portfolio allocation.

i Sources: Bureau of Labor Statistics, University of Michigan Consumer Confidence Survey 

ii Sources: Factset

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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.