I think one of the positives that I saw this year, which wasn’t discussed a whole lot, but actually, if you track that CPI-E number, which is the Consumer Price Index Experimental to track our senior spending, that
Tag: ETF economic and industrial analysis
VTI: Monetary Policy Miscalculation Remains A Risk For 2023
In the next section, we will look at the risk of a monetary policy miscalculation on the global economic outlook and its subsequent impact on the VTI fund. Increasing inflationary pressures around the world have
Are Growth Stocks Worth a Look in 2023?
Are Growth Stocks Worth a Look in 2023?The signs are promising.
Investing On Any Political Outcome Can Be Dangerous
Let’s look at the subset of our inflation issues … Energy Policy Couple this with very restrictive immigration policy and you’ve got wage inflation such as we had not seen since the onset of globalization’s disinflationary
Recession May Be a Red Herring for a Market Fueled by a Supercycle
But even history illustrates that commodity prices can continue to rise long after a business cycle has turned if fundamentals are supportive. We believe that the current negative business cycle pressures on
3 Takeaways From Big Tech Earnings Results
Warning signs from Microsoft and Amazon on consumer spending, advertising, and the outlook for cloud computing.
With Little Progress on Inflation, the Fed Presses Ahead on Inflation Fight
As expected, the Fed announced on Wednesday that it was lifting the federal-funds rate by 0.75 percentage points. We expect normalizing inflation and slowing economic activity to clear the path for falling interest
5 Supply Chain Issues for Investors to Watch
Many supply chain issues which fueled inflation have eased, but the ripples continue across the global economy.
A Harder Landing for the U.S. Economy Now Looks More Likely
We expect GDP growth to accelerate in 2024 as the Fed starts cutting rates in order to stimulate demand. High inflation has proved stickier than expected in recent months, so we’ve increased our 2023 inflation
Why Are Fears of a New Financial Crisis Growing?
Now the question for investors is whether the Fed will be able to pursue its goal of achieving price stability by raising rates or will it be forced to abandon the inflation fight to ensure financial stability. While no one is
EM Inflation Surprises – New Hope
This is the reason why the market continues to price in more rate hikes – a +50bps move in Chile next week and +75bps in Mexico in early November. Granted, inflation surprises in Mexico and Chile are too small
VGK: Deutsche Bank Sees Brutal EU Economic Contraction In 2023, Yet It May Still Be Overly Optimistic
In a worst-case scenario, Europe’s energy crisis could persist throughout the decade and beyond, making this ETF as well as other funds that provide broad exposure to European stocks, one of the riskiest investment positions within regional ETF fund choices. Looking at the
KPMG Foresees Growth in Blockchain Despite Challenges
While investment in cryptocurrencies is expected to slow down further [in H2’22], there will likely be a continued focus on the use of blockchain in financial market modernization,” the KPMG report noted. “A new report
Don’t Fight The Fed: Inverted Yield Curve Means Lower Future Inflation
The inverted yield curve is bearish short-term, but bullish long-term.
While inverted yield curves have always preceded recession, this time it might be a sign of easing inflation. The US has never entered a recession with 3.5% unemployment. Given the mixed signals from the yield curve, inflation, and employment, investors can use a barbell approach to protect the downside while leaving room for upside potential