James Hendries

OCTOBER 25, 2022

economy enters a recession, the causes and potential outcome will be hotly debated. Diffusion describes an economy that has experienced a contraction in a wide range of sectors, such as trade, business activity, and consumer spending. Click here to download a PDF of this report. If the U.S. Technical Definition.

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James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

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James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

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James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

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James Hendries

OCTOBER 11, 2022

If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates. Powell has repeated, in what has become his mantra, that without price stability we cannot have a strong economy or a strong labor market. IMPORTANT DISCLOSURES.

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James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. Click here to download a PDF of this report. It is also a major component used to calculate the price-to-earnings valuation ratio. IMPORTANT DISCLOSURES.

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James Hendries

AUGUST 15, 2022

The news on the economy and corporate profits hasn’t been great lately, but thanks to low expectations, it’s been good enough to push stocks nicely higher. economy into recession, causing unemployment to rise and slashing corporate profits. Click here to download a PDF of this report. Encouraging Signs. Technical Signals.

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James Hendries

SEPTEMBER 20, 2022

However, as Fed rate hikes flow into the real economy, the risk of a recession increases, which should help bring down yields. Over the past six months, the Fed has been aggressively raising short-term interest rates in an effort to arrest these continued consumer price increases and deliberately slow the economy.

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James Hendries

SEPTEMBER 7, 2022

The economy is now employing more workers in temporary help services than ever before, and this could be a cause for concern. Click here to download a PDF of this report. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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James Hendries

JULY 13, 2022

Market participants remained on edge due to high inflation and the risk that the Federal Reserve over-tightens monetary policy to combat it, potentially sending the economy into recession. Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. After an 8.4%

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The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And we’d sort of turn that into a valuation business. MILLER: Yeah, the challenge is that when we’re looking at valuation of a property, we’re looking more than price.

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James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. economy will avoid recession. Remember stock valuations are inversely correlated to inflation and interest rates.

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The Big Picture

FEBRUARY 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170. He was taking fees for licensing his name. times book.

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James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. – October 31, 2022. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates.

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