📑 Research Notes for 2022-12-05
This week, we look at the record level of inversion on the U.S. yield curve, the effect of the dollar on Asian stocks, potential airstrikes from Russia, and developments in real estate via Blackstone.
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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Yield Curve Inversion Hits 40-Year Record.
The 10-Year Treasury yield curve is experiencing its deepest inversion in 40 years. While historically that makes a near-term recession almost a certainty, there appears to be no exact correlation between the depth of the inversion and the severity of that coming recession.
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Great Month for Asian Stocks Due to Weak Dollar.
Kelvin Tay, regional chief investment officer at UBS Global Wealth Management, discusses the sustainability of APAC stock gains, the global economy and his outlook for the dollar.
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Satellite Images Suggest Russia is Preparing for Massive Airstrikes.
Satellite images show close to two dozen long-range bombers and cruise missiles being prepared for combat at the Engels-Two airfield, near Saratov Oblast in Russia. Ukraine military officials assume they will be used to increase strikes on ground targets.
🔗 Source
Blackstone's $69 Billion Property Fund Signals Pain Ahead.
Two of the biggest players Blackstone Inc. and Wells Fargo & Co. took steps this week to contend with weaker demand as the industry faces a rapidly cooling property market, rising interest rates, and waning investor appetite.
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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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