November 7, 2022 | Emerging market stocks have reached a cheap level from a valuation perspective. It’s rare for market multiples to fall below U.S. markets. There could be an opportunity in emerging market stocks moving forward. Source: thedailyshot, Bloomberg
...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 | Not a good sign… Cutting marketing budgets is the fastest and easiest way to cut costs. Advertising spending tends to be the first domino to fall and tends to be the foreshadow for labor markets, which is frequently the last domino. Source: thedailyshot, Statista
...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 31, 2022 | The European Central Bank raised interest rates +0.75% this week. In the U.S., +90% of mortgages are fixed rate, which help protect consumers from the effects of rate fluctuation. Internationally it’s different; consumers will feel the effects of higher rates. Source: thedailyshot
...October 31, 2022 | Earnings season is upon us and stocks of companies that beat expectations are not being rewarded by higher prices. However, stocks of companies that miss expectations are seeing some of the largest price declines we have seen in the past 10 years. Source: thedailyshot, Bank of America
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