Skip to content

Berkshire Money Management Berkshire Money Management

  • Who We Are
    • About Us
    • CEO’s Message
    • Meet Our Team
    • In The Press
  • What We Do
    • Mutual Success
    • Insights & Advice
    • The Extra Mile
    • Testimonials
  • Contact
    • Contact Us
    • Schedule a Call
    • Sign Up
    • Refer a Friend
  • WealthE
  • Client Logins
    • Investments
    • Planning
    • Schwab Alliance
  • Financial Planning
  • College Planning
  • Estate Planning
  • Nurses & Doctors
  • Retirement
    • Retirement Planning
    • Social Security
    • Medicare
    • Retirement Coaching
  • Business Owners
    • Value Builder
    • BizEquity

Insights & Advice

BMM ArticlesA Wealth of KnowledgeVideo GalleryThe Retired Advisorwith Bill Schmick

Tag: quantitative tightening

Midterms create market volatility

June 23, 2022June 23, 2022 by Bill Schmick

The stock market does not perform well in the year leading up to midterm elections. This year’s election may just add to the overall woes besetting equities. Historically, the average annual return of the benchmark S&P 500 Index in the 12 months before the November 5 election is 0.3%, versus the historical average of 8.1%. in non-mid-term years. In 2022, of course, with the S&P 500 down more than 20%, those historical numbers look fairly good. Unfortunately, volatility also tends to rise before and after midterm elections. Will midterm elections cause a market dip in 2022? But this year is…

Read more

June still looks good for market growth

June 3, 2022June 3, 2022 by Bill Schmick

Thus far, the markets in June seem poised for a further bounce higher. That does not mean we are in the clear throughout the summer, but let’s take it one month at a time. Here is what I see: Between now and June 17, 2022, I am betting for another move up in the equity indexes. We could see a rally that takes us up to the 4,300-4,400 level on the S&P 500 Index. It will likely be the kind of surge that floats all boats higher as it rises. The stocks that have been hurt the most this year…

Read more

Investors prepare for the Fed

April 29, 2022April 29, 2022 by Bill Schmick

Investors are preparing for the Federal Open Market Committee (FOMC) scheduled for Wednesday, May 3-4, 2022. Stocks have been sold down to a level that may have discounted some of the bad news most expect. Is it enough? Could a couple of days around May 4th see a re-test of this year’s lows? It depends on how hawkish the Fed is prepared to be. Expectations are now for a 50-basis point hike in the week ahead, and two more in the next two monthly meetings. The markets are also expecting a substantial reduction in the Fed’s multi-trillion-dollar balance sheet. That…

Read more

A dud of a stock market

April 18, 2022April 21, 2022 by Allen Harris

  “If stocks don’t fall, the Fed needs to force them.” —Bill Dudley, former NY Federal Reserve Bank President (2009–2018), on how far the Fed should go to get inflation under control, in his Bloomberg op-ed.   Dudley may no longer be a member of the Fed, but I believe he is communicating a message from them. It is not that a stock market crash would deflate inflation. Dudley refers to a concept I introduced in a previous column describing the death of the “Fed put.” As I said in January 2022, and as Dudley noted on April 6, 2022, the Federal Reserve…

Read more

Can the Federal Reserve engineer a soft landing?

April 11, 2022April 14, 2022 by Allen Harris

Can we talk about how crazy the first quarter of 2022 was? From Volodymyr Zelensky to Will Smith. The so-called “Don’t say gay” bill and the woefully mislabeled “Billionaires’ tax.” From the vetting of Ketanji Brown Jackson to the Olympics (well, maybe not the Olympics), the world was buzzing about serious news and outright nutso news. Perhaps that’s why many people didn’t realize that the S&P 500 fell more than 10% from a closing high during that quarter. Later, the index traded 10% higher than its intra-quarter closing low. But it did. Since World War II, there have only been…

Read more

The Fed tightens further

April 8, 2022April 8, 2022 by Bill Schmick

It is called “Quantitative Tightening,” or QT, a term used to describe how momentary authorities are planning to shrink an $8.9 trillion balance sheet.  The U.S. Federal Reserve is the only central bank in the world (and in history) that has attempted to implement a reduction in assets. The first time they tried, things did not go so well. “Quantitative Easing,” or QE, may be a more familiar concept to readers since we have been experiencing some form of QE (monetary stimulus) since the Financial Crisis of 2008. QT is the opposite. The Fed first tried to reduce its balance…

Read more
Complete Article Archive
more articles

Service Areas +

  • Pittsfield
  • Lenox
  • Dalton
  • Lanesborough
  • Windsor
  • Cheshire
  • Hinsdale

Berkshire Money Management, Inc.
161 Main Street, Dalton, MA 01226
322 Main Street, Great Barrington, MA 01230
(413) 997-2006 | (888) 232-6072

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
Form ADV Part 3 – Client Relationship Summary

© Copyright Berkshire Money Management Inc. – All Rights Reserved.

  • General Disclosures
  • Privacy Notice
  • Terms of Use
  • Standard & Poors
  • Dow
  • Links & Website Content