📑 Research Notes for 2022-08-15
Discover more from Conscious Capital Advisors Research
📑 Research Notes for 2022-08-15
This week, we look at the slightly easing inflation print, the market's exuberant response, and continued recessionary warnings from traders and Fed insiders.
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.
U.S. Inflation Eases, But Not Enough for the Fed.
Fed officials aren’t impressed with the latest CPI data, saying the reading doesn’t change their outlook for higher rates this year and next.
🔗 Source
Market May Be Too Optimistic.
Joanne Feeney, Partner and Portfolio Manager with Advisors Capital Management, and Kristina Hooper, Invesco Chief Global Market Strategist on whether the market's response to the July CPI report is overly rose.
🔗 Source
'Big Short' Trader Danny Moses Warns It's The Early Stages of Earnings Cuts and Massive Layoffs.
Danny Moses, Moses Ventures founder, on market volatility and retail investor trends.
🔗 Source
Ex-Fed Insider: A Full-Blown Recession Is 'Almost Certainly' Coming.
The Federal Reserve's war on inflation will eventually kill the economic recovery from Covid-19, former Fed official Bill Dudley warns. The problem is that the Fed began its quest to tame inflation late, leaving the central bank little choice other than to slam the brakes on the economy by drastically raising interest rates.
🔗 Source
Last Week’s Market Performance Heatmap
🔗 Source
Curated by Joseph Lu, CFA®
Joseph is the founder and a managing director of Conscious Capital Advisors, as well as 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.