bullish
Weekly Stock Bullfinder - Week of 6/20
SUMMARY
- Last week, I spent some time outlining how incoming data appears to beginning to show that certain overheated pockets of the economy are seeing signs of moderation and may be slowly returning to pre-pandemic price trends.
- With the Federal Reserve hiking 75bps this past week, most of the market commentary and analysis I have seen focuses on how many 75bps hikes the Fed needs to do the rest of the year in order to tame inflation.
- After this last interest rate hike, commentators are almost unanimously convinced the Federal Reserve will tighten us into a recession in order to shakeout inflation and that a “soft landing” just is not possible because the Fed was already so far behind the curve with its monetary policy stance.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
x