Published August 19, 2022
It has been quite a long time since we have seen such disparity in the narratives flowing down Wall Street. How long and hard the Fed will tighten rates is one source of contention. But it’s not the biggest. That would belong to where corporate earnings are headed, which is sort of a Street barometer for whether or not the economy falls into a recession (how deep that recession is a third dimension discussion floating around also). (more…)
Published August 12, 2022
The article below from Zacks provides a good overview of the key economic indicators to look for as we move into the second half of the year.
“The Federal Reserve is actively trying to curb demand in the economy by raising rates, and all the talk is about whether they can usher a ‘soft-landing’ without triggering a deep recession. So, the Fed will be a key factor to watch in the second half of the year. But I also have three other economic fundamentals investors should put on their watchlists, as they could be key in determining the path of the economy and markets over the next year. (more…)
Published June 25, 2021
With mid-year outlooks for the markets and economy being published this month, we take a look at what the retail investing behemoth, Schwab, has to say about the remainder of 2021. Their article below focuses on the global economy. (more…)