📑 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.
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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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.
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.
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Energy Trading Stressed by Margin Calls of $1.5 Trillion.
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.
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Last Week’s Market Performance Heatmap
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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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