What's the best way to stay "up-to-speed" on the business cycle? It's got to be our?Monthly?Market?Outlook. In under 40 minutes, we touch on everything that matters for financial?markets. In today's edition, we're going to take a closer look at... ? - Accelerating real growth conditions (no signs of a "slowdown") ? - Why a soft housing?market?is not translating to weakness in other?economic?sectors? ? - The momentum thrust we've seen in small-caps since mid-July and its implications for forward returns ? - And more! ? Watch the first two minutes below!
关于我们
Invictus Research provides institutional-grade macroeconomic research to a wide range of clients, from hedge funds to individual investors. Our research is data-driven, yet highly accessible. We don't write 100-page reports or long, boring power point decks. Instead, our research is delivered through timely, concise videos sent right to your inbox. We also provide substantial educational resources for students and investors looking to sharpen their skills -- from bottom-up fundamental analysis to top-down global macroeconomics. Feel free to reach out with any business inquiries to [email protected].
- 网站
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https://invictus-research.com
Invictus Research, LLC的外部链接
- 所属行业
- 研究服务
- 规模
- 2-10 人
- 类型
- 私人持股
- 创立
- 2021
- 领域
- Macroeconomics、Investment Research和Market Analysis
Invictus Research, LLC员工
动态
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Our July Outlook is now live! This is the best 30 minutes of macroeconomics you'll get all month. Stocks are already up 15% year-to-date, and the year is only halfway over. Our clients have stayed on the right side of that trade - Have you? The truth is: everyone's investment strategy can benefit from greater "business cycle awareness". Why? Because understanding the business cycle helps you capture upside through bull markets and manage risk through periods of volatility. In today's presentation, we will discuss: - Why we believe we are early in a manufacturing recovery - Why goods inflation may be bottoming and the implications for the headline data - Why we expect the labor market to stop easing and start (re)tightening - And more!
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Our Monthly Market Outlook for June 2024 is now live! A lot of folks don't realize it, but this has been a great year for stocks: the S&P 500, the Nasdaq 100, and the Russell 3000 are all up double digits (10%+) year-to-date... And the year isn't half over! Have you participated? At Invictus, our clients have stayed on the right side of the trade. The question is: where do we go from here? In today's presentation, we're going to take a closer look at... - Evidence that the Fed has given up on its 2% inflation mandate - Why interest rate risk (not credit/recession risk) is the primary risk for stocks - Why emerging market currencies are outperforming their developed market peers and the economic/intermarket implications of that dynamic And more! Watch the first few minutes of today's presentations here.
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April was a volatile month for stocks, and many investors feel anxious about the rest of the year. Intramonth, the Nasdaq 100 declined 7.1%, and the Russell 2000 declined 8.6%. What happened? Should we be buying the dip? Those are the questions we're answering for you. Our?Monthly Market Outlook?aims to be?the best 30 minutes you spend on macro all month.? In today's presentation, we're going to take a closer look at... - Why the manufacturing economy is accelerating, despite high interest rates, and its implications for the broader economy - The likely path of corporate earnings - Why inflation is NOT bad for stocks And a lot more! Check out the trailer below!
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The US economy is reflating, as is the stock market! And yet, many investors are not participating. For many investors, uncertainty has never been higher. Join us for our?April '24 Outlook?- we'll discuss: - The new commodity bull market and its sustainability - Why the labor market is likely to retighten - Why we're buying the dips in risk assets So many retail investors are getting left behind this bull market - don't let it happen to you! Join the Invictus team and get the same research as hundreds of hedge fund professionals! ? Watch the trailer below!