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📑 Research Notes for 2022-09-12

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📑 Research Notes for 2022-09-12

This week, we look at the impact of the Fed's actions against inflation, valuable real estate underwater, margin calls in European energy markets, and possible action from the Bank of Japan.

Conscious Capital Advisors
Sep 12, 2022
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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.

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Investors Are Grossly Underestimating The Fed's Actions Against Inflation.

Richard Bernstein, CEO and CIO of Richard Bernstein Advisors LLC, joins 'Closing Bell: Overtime' to discuss investment decisions in light of the Fed's policy announcements, and why he favor investments in consumer staples, health care and utilities.

🔗 Source


$35 Billion Worth of Real Estate Could Be Underwater by 2050.

$35 Billion Worth of Real Estate Could Be Underwater by 2050

Millions of acres of coastal land will be in flood zones by midcentury, potentially costing communities huge sums in lost property taxes as developed land becomes uninhabitable, an analysis released Thursday shows.

🔗 Source


Energy Trading Stressed by Margin Calls of $1.5 Trillion.

Equinor ASA platform in the Johan Sverdrup oilfield.

European energy trading is being strained by margin calls of at least $1.5 trillion, putting pressure on governments to provide more liquidity buffers.

🔗 Source


Yen Steadies as Japan Official Says All Options on Table.

The yen is little changed early Friday after falling for four straight sessions. Japan's chief foreign exchange official Masato Kanda said Thursday the finance ministry would watch the currency market with a high sense of urgency and wouldn't rule out any options if needed should recent moves continue.

🔗 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.

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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.

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