📑 Research Notes for 2021-08-16
This week, we look a the possibilities and impacts of a taper, consumer sentiment lows, and equity market valuations.
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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Federal Reserve Could Start To Limit Stimulus as Soon as This year.
(Financial Times / Bloomberg)
Quantitative easing, the monetary policy tool first developed by the Fed in response to the 2008 financial crisis, was instrumental in protecting markets from the impact of the pandemic. Now talk has turned to when the Fed will taper bond purchases post-pandemic, and how markets will react to the end of large-scale quantitative easing?
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Consumer Sentiment in U.S. Plunges to Lowest Since 2011.
(Bloomberg)
U.S. consumer sentiment fell in early August to the lowest level in nearly a decade as Americans grew more concerned about the economy’s prospects, inflation and the recent surge in coronavirus cases.
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The Stock Market Seems Stretched By Many Measures.
(Various Sources)
What Two Things Could Shake Up The Market?
(Bloomberg)
Mohamed El-Erian, a Bloomberg Opinion columnist, talks about when the Federal Reserve might start tapering and its impact on markets.
🔗 Watch Here
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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