Markets finally coming to terms with aggressive Fed focused on combating inflation. Soft landing recession likely out. What’s next?
Fed warns markets with economic slowdown and increasing unemployment expectations
Markets shake off Russia escalating energy conflict
Consumer confidence sentiment U-turn drives market recovery rally
Halftime 2022－we’re down -21% YTD with a recession looming. Where do we go from here?
Markets sink with Fed forced to aggressively hike rates to combat surging inflation
With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.
Financial “hurricane” warning as investors debate recession forecast
Market Musings 5/18/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! S&P 500 creeping into bear market territory with likely recession near-term. While we’re not calling (nor expecting) a market bottom here, we do believe this is the time to start getting greedy. “Fearful Read More
Market Musings 5/9/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We focus on fundamentally strong investments with long-term time horizons to weather market down cycles Coming into 2022, market sentiment was already increasingly bearish with aggressive #RisingYields expected to combat surging #InflationFears. #UkraineCrisis Read More