📑 Research Notes for 2022-05-09
This week, we look at the Fed's largest hike since 2000, and a bond manager, market technician and a long-term investor's views on the current volatility.
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.
Do not reply to this email with any service requests, contact us for support if needed.
Short Video of the Week.
🔗 Source
Fed Delivers Biggest Rate Hike Since 2000, More Could Be Coming.
The Federal Reserve delivered the biggest interest-rate increase since 2000 and Chair Jerome Powell signaled more could be coming over the next couple of meetings. Here are highlights from his press conference.
🔗 Source
Bond Manager’s Perspective: The Fed Will Raise Rates By 225 bps For The Year.
Emmanuel Roman, PIMCO CEO, joins 'Closing Bell' to discuss the significance of the 10-year yield passing 3%, what happens when the consumer begins to slow down and the shape of the high yield market.
🔗 Source
Market Technician’s Perspective: S&P 500 Could End Up at Pre-Pandemic Levels.
Craig Johnson, Chief Market Technician at Piper Sandler, joins Worldwide Exchange to recap the biggest market moves, including all 11 SPX sectors trading lower.
🔗 Source
Long-Term Investor’s Perspective: How Do Higher Rates Impact Equities?
The Fed sent a clear message on Wednesday that tighter monetary policy is the new norm with a 50 basis-point rate hike on Wednesday. So it makes sense for investors, particularly long-term investors with multi-decade investment timeframes, to consider how equities typically fare in tightening times.
🔗 Source
Last Week’s Market Performance Heatmap
🔗 Source
Curated by Joseph Lu, CFA®
Joseph is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder.
🔗 Connect with us on LinkedIn, Facebook, or Twitter.
Have a question about what we shared? Email us at info@consciouscapital.pro.
Do not reply to this email with any service requests, contact us for support if needed.
The information presented in this newsletter is for educational purposes only and is not a solicitation or recommendation for any specific security, product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation you may read here.