softlanding
The economic landscape is complex and dynamic, constantly influenced by a myriad of factors. Yes, we all get sick of it, but we need to gain an understanding of how this works. One of the most critical elements is the Federal Reserve’s ability to manage inflation rates without triggering a recession, a phenomenon known as a ‘soft landing.’ A soft landing is an economic term that refers to the Federal Reserve’s ability to raise interest rates to curb inflation without causing a recession. It’s a delicate balancing act that requires precise timing and accurate economic forecasting. The Federal R...
Due
In hisDaily Market Notes report to investors, Louis Navellier wrote: Gimme ShelterStocks opened lower as they did yesterday, and tech is once again trying to pull up the market, as investors take shelter in what has worked best this year. NVIDIA Corp (NASDAQ:NVDA) is up another $5 after yesterday’s $28 spike off the recent lows. The weakness in China is dragging down commodities once again, including crude oil testing $81/bbl. Gold is also down below $1,935 a six-month low. Bipolar Interest RatesInterest rates seem a bit bipolar as they dip overnight, then ran up sharply on the retail data, th...
ValueWalk
In hisDaily Market Notes report to investors, Louis Navellier wrote: The 10-yr yield is back over 4%, and stock indexes are modestly lower early with the exception of the Dow. Soft Landing StillEconomic data came in slightly softer than expected, though not enough to threaten the soft landing expectations. The JOLTs job openings was expected to be flat and was down incrementally, the lowest since Apr’21, though still close to 10M. ISM manufacturing data was all modestly below forecast as well, with employment at a multi-year low, albeit new orders were better for the third month in a row thoug...
ValueWalk
S&P 500 continued with the buy the dip reaction through core PCE, and both yields and USD shook off BoJ pretty fast. The prevaling narrative still is that the Fed managed to engineer a soft landing and that recession has been avoided within the disinflationary context. This is part of the explanation for why declining LEIs and inverted YC are still being ignored as much as the end of corona era policies (student loans) and continued depletion of excess savings – together with declining tax receipts and tightening bank lending standards, omens of recession. Rate hikes aren‘t over, and we‘re in ...
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. August has been a seasonally weak month for the stock market. However, this time around, much of the cash on the sidelines continues to pour into the stock market. Stocks with high yields, plus good earnings growth, like Alliance Resource Partners, L.P. (NASDAQ:ARLP), CONSOL Energy (NYSE:CEIX), and Dorian LPG Ltd. (NYSE:LPG), have been fairing especially well. Naturally, the AI craze continues, which is continuing to boost Extreme Networks (NASDAQ:EXTR), Rambus (NASDAQ:RMBS), and Super Micro Computer...
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. Hindering AlgosAn interesting development is that low market volatility is now apparently hindering algorithmic trading firms. Specifically, Virtu on Wednesday announced a 23% drop in net trading income in the second quarter, so its earnings declined 49.3% to 37 cents per share, down from 73 cents per share in the same quarter a year ago. Citadel Securities, which is a private company, announced that trading revenues declined by 29% in the second quarter according to the Financial Times. Both Citadel...
ValueWalk
In hisDaily Market Notes report to investors, Louis Navellier wrote: Will Fed Walk the Talk?Fed Chair Powell’s speech from Jackson Hole this morning was more hawkish than hoped. The markets have been gyrating for the last week as people place their bets on just how hawkish or dovish Powell would be today. The challenge is if the Fed really expects to employ monetary tightening until inflation recedes to 2%, it may take many months, if not years to accomplish. Q2 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorFurthermore, history says to break inflation, the Fed...
ValueWalk
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