📑 Research Notes for 2022-08-01
This week, we look at rising U.S.-China tensions, an incredible market rally, oil's resilient demand, and the Fed's impact on Asian economies.
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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China's Xi Warns Biden Over Taiwan.
Michael O'Hanlon, sr. fellow at the Brookings Institution, joins Shep Smith to discuss today's phone call between presidents Biden and Xi, and the ongoing tensions over China's claims over Taiwan.
🔗 Source
Market Rally Based On Hope, Not Free Cash Flow.
Barbara Ann Bernard, Wincrest Capital Founder, CEO & CIO, discusses the market climbing higher post-Fed decision.
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Oil Not Seeing Normal Recession-Related Declines.
Amrita Sen, director of research at Energy Aspects, discusses how recessionary fears are impacting the global oil market. She speaks on "Bloomberg Surveillance Early Edition."
🔗 Source
Powell Pushing Asia Into A New Financial Crisis.
US rate hikes are doing more to devastate Asian economies and currencies than tame US inflation and overheating.
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Last Week’s Market Performance Heatmap
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Curated by Joseph Lu, CFA®
Joseph is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder.
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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.