Will the 2022 Midterm Elections Move Markets?
Will the 2022 midterm elections move markets? 5 data points to consider. Click here to read more.
This Is Not What a Recession Looks Like
This is not what a recession looks like Signs of economic growth are everywhere, says Jurrien Timmer. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 07/28/2022 Key takeaways Although there's a sense of dread in the air that a recession is imminent, this sentiment isn't necessarily a reflection of the economic reality. Unemployment is low, consumers are spending money, and earnings continue to grow—all of which are positive economic signs. Earnings reports, which can [...]
Investment Implications of the War in Ukraine
Interesting insights on the economic impact of the war in Ukraine from the Capital Group: https://www.capitalgroup.com/advisor/ca/en/insights/articles/investment-implications-war-ukraine.html
Making Sense of Seemingly Inconsistent Numbers
Making Sense of Seemingly Inconsistent Numbers Wise investors take the “big picture” view. It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective. Such is the case with August’s jobs numbers from the Department of Labor. There was a vast difference between the number projected in surveys of economists (720,000) and the number we received: a 235,000 increase [...]
2021 MidYear Outlook – Capital Group
NLFS_ 2021 Midyear Outlook - Long-term perspective on markets and economies (AFIS) 2909980