📑 Research Notes for 2022-12-19
This week, we look at slowing interest rate increases, implications of the inverted yield curve, and Japan's military buildup.
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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Slowing Down Rate Hikes Is Appropriate: Powell.
Federal Reserve Chair Jerome Powell says it's the appropriate time to slow down the pace of interest rate hikes. He speaks in Washington.
🔗 Source
Super Inverted Yield Curve Doesn't Work Very Well For Markets.
Michael Schumacher, Wells Fargo head of macro strategy, joins 'The Exchange' to discuss why he believes the Federal Reserve will stay the rate hike course, the case for pausing rate hikes and the market's reaction.
🔗 Source
What Is the Bond Market Saying About the Economy?
The Fed was buying all sorts of bonds during the pandemic to keep the financial system functioning. They overstayed their welcome and the fact that they stopped those bond purchases this year, in combination with rate increases, has made it even harder to understand what the bond market is telling us.
🔗 Source
Pacifist Japan Set To Double Military Spending.
Japan unveiled its biggest military build-up since World War Two with a $320 billion plan that will ready it for sustained conflict, citing concerns that China will pose a regional threat.
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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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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.