2024 Mid Year Update

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2024 Mid Year Update

We are pleased to share with you the Clearwater Capital Partners Outlook 2024 Mid-Year Update report entitled:

“Bulls, Bears, and Blurred Horizons”

Exactly two years ago the rate of inflation peaked at a year-over-year rate of 9.1%. The Federal Reserve responded to the spike in consumer prices by raising interest rates 11 consecutive times over a period of just 16 months. The Fed’s pursuit of tighter financial conditions was meant to bring the rate of inflation down to a 2% target level – a goal that remains elusive with prices continuing to rise at a pace of about 3.3%.

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Mid Year Update - 2022

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The current market environment is about as challenging as any we can recall in the past 40 years. A global pandemic, war in Europe, emboldened geopolitical adversaries, potential food and energy shortages, unprecedented monetary policy decisions, political divisiveness, and runaway inflation give all investors plenty to worry about. The question on everyone’s mind is what happens next.

Our goal in this mid-year strategy update is to connect the dots and offer a logical interpretation of current economic and market data. The insights presented in this report will build upon our monthly commentary (The Private Client Letters) and our Spring Symposium presentations. This report is a vital component of a continuous dialog with clients and our unwavering goal to “achieve clarity in a complex world.”

We could never have imagined 16 years ago when we adopted this tagline how complex the world would become. That said, we have always known that achieving clarity would be the greatest responsibility we would have for our clients.

Outlook 2021 - Mid Year Update

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Outlook 2021 - Mid Year Update

Hard to believe it, but we have reached the midpoint of 2021 already and have finished one of the best first-half starts in years. In fact, with a gain of 14.4% it was the S&P's second best first-half performance since 1998. For the record, the Dow ended the first-half with a 12.7% gain, the Nasdaq with a 12.5% gain, and the small-cap Russell 2000 with a 17.0% gain!

The S&P has now advanced more than 5% in five consecutive quarters - for only the second time in history (1953-1954). Back then, stocks added another 26.4% over the next four quarters, so perhaps we should be open to the possibility for continued strength in the second half of the year and into 2022.

Everything about the past year-and-a-half has been unique and it is as important as ever to maintain an intelligent framework for decision making. To this end, we are pleased to present our Outlook 2021 Mid-Year Update. Here you will find our latest forecasts for what may be coming our way.

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Outlook 2020 - Mid Year Update

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Outlook 2020 - Mid Year Update

The COVID-19 pandemic continues to dominate our lives, the economy and capital markets. Our base case for the economy and markets presented in our Outlook 2020 report, published just last January, has been wiped out by the COVID outbreak. We must now reconstruct our expectations for the balance of the year – while assessing a recovery that will likely stretch into 2021 and 2022.

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