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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier.

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Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

James Hendries

So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier.

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Is It Time to Sell Stocks?

ClearMoney

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. This indicator had correctly foreshadowed major downturns in 1987 and 2008.

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Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

James Hendries

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

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Pockets of Vulnerabilities | Weekly Market Commentary | October 10, 2022

James Hendries

Memories of 2008-2009 are still vivid even though global banks, overall, are in much healthier shape due to stringent regulations put in place following the crisis. The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. has been wracked by rising energy costs.

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New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

James Hendries

The median performance, at 25.4%, is a better representation of where stocks might normally be at this stage because it takes out the ferocious V-shaped rebounds coming out of the 2008-2009 Great Financial Crisis and the early stages of the pandemic in March 2020. Investing involves risks including possible loss of principal.

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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Outside of the pandemic, the rate of sales were close to sales rates in 2007 and 2008, when the economy was in the depths of a housing crisis [Figure 3]. Regional differences are profound.