November 7, 2022 | Inventory levels at companies in the S&P 500 are growing faster than they can sell them. Which is a signal that sales at companies are slowing down. Finding evidence that revenue numbers may disappoint moving into 2023. Source: Morgan Stanley
...November 7, 2022 | This week the Fed raised its rates +0.75% and had a more hawkish tone. In October, long-term inflation expectations unhinged from the 2% target, moving back toward the 2.5% level. Further from 2% = Hawkish Fed. Closer to 2% = Dovish Fed. Source: thedailyshot, Source Financial Advisors
...October 31, 2022 | Rents are falling on a month over month basis. Lower rents will translate into lower housing prices in the real estate market. The tide is turning for housing. Source: thedailyshot, Bloomberg
...October 24, 2022 | And just like that, markets have tacked on another +0.25% of rate hikes.Markets are now expecting rate hikes by the Fed of: +0.75% in November, +0.75% in December, & +0.25% in February/March 2023. Higher rates have pushed down market multiples this year. Source: thedailyshot, TS Lombard
...Michelle Smith – CEO, CDFA® and Patrick Huang – CAIA® | Director of Investments and Wealth Management of Source Financial Advisors, lead you through their perspective of the current financial market volatility.
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