- The Wild World of 5% - It takes a long time for the Fed to react to data points. Nonetheless, Powell knows that the economy is in a productivity boom and that the vigilantes have taken over even though he has admitted neither. Productivity gains are not inflationary, but are causing persistently above-trend growth and traders are sending a stoic message to Washington.
- What Happened to ESG Stocks? - Investments in alternative energy have become unattractive due to higher interest rates, not changes in government policies, adoption or pricing of green technologies ?
- 2023 Market Trends in 5 Charts - This year has been full of surprises, prompting investors to reset their expectations more than once. In January, the mood was solemn as markets were still recovering from 2022’s sharp decline, and a recession felt inevitable. But then an AI-fueled tech rally lifted the U.S. stock market, while returns in Europe and Japan proved to be stronger than expected. The lesson? Market surprises should not be surprising.
- The Pain Trade is Higher Into Year-End - “From the bullish side of the ledger, the outlook for 2023 has statistical support for a positive outcome. After having a negative year in 2022, the markets were visited by “Santa Claus,” although very late, and the first 5-days of January turned out to be a positive return. As the table below shows, there are only a few periods in history where this has occurred, and each yielded positive returns in the following year.”
- Global Economic Outlook: Expect the Unexpected – The situation in Israel is rapidly unfolding, and remains much more of a humanitarian crisis than an economic one.? The involved nations are fairly insular, and the conflict has not yet altered our forecasts.? The economic risk vector will be through oil prices; should the conflict spread to other oil-exporting nations, the global economy could experience another round of energy-led inflation, raising recession risks.
- Teekay Tankers Ltd ▲14.00%
- Federal National Mortgage Association Fannie Mae ▲12.50%
- Cleveland cliffs Inc ▲10.45%
- Crane Company ▲8.82%
- Capital one financial corp ▲8.29%
- Gentherm Incorporated ▼-22.31%
- Whirlpool Corp? ▼-21.63 %
- Hasbro Inc? ▼-18.34%
- The E w Scripps Company ▼-15.25%
- 22nd Century Group inc ▼-15.06%
You are reading The Bottom Line. Suppose you'd like to join the 30,000-plus Readers, Investors, Canadian Investment Advisors and other Investment professionals. In that case, you will have access to a plethora of information in a way that is so valuable and useful.
To learn about?AdvisorAnalyst.com, Markets, Insight, Investment Spotlights, Podcasts and Videos, subscribe to our daily newsletter below. You can check out our?other articles?and follow us on?Twitter?too. If you enjoy today's post or this week's articles, please share them; it helps immensely. Now let's begin.
