📑 Research Notes for 2021-06-21
This week, we look at the Fed taper announcement, risk factors to the U.S. economy, rent price increases and the FAAMG premium comedown.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Fed Update Weighs Down Wall Street, Adds Fuel to the Dollar.
(Reuters)
All three main indices on Wall Street dropped Friday with investors wary of a more hawkish stance from the U.S. Federal Reserve, while the dollar posted the strongest gains in over a year and oil prices continued a steady climb.
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Risk Factors in the U.S. Economy.
(Bloomberg)
Rick Rieder, Blackrock CIO of Global Fixed Income, and Sarah Ketterer, Causeway Capital Management CEO, discuss potential risk factors to the U.S. economy and how those factors impact investment strategy.
🔗 Watch Here
Get Ready to Pay More Rent.
(Axios)
Americans who feel priced out of the surging housing market have until now been able to take solace in one thing: if they can't buy, at least they can rent. But that might be changing.
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FAANMG Premium Has Come Down A Lot.
(JPMorgan)
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Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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