Markets and Economy, Page 8
Anton's Weekly UPdate on markets, the consumer, jobs, housing, and the Fed
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Markets and EconomyMelting Recession WorriesLast week the US Bureau of Economic Analysis released its Q4 2022 Gross Domestic Product (GDP) report. The economy, after two-quarters of contraction in Q1 and Q2 2022, recovered with economic growth in the remaining twoMarkets and EconomyEconomic Landing ZoneThe economy roared back from the 2020 coronavirus shutdown at a pace that surprised all, including the Federal Reserve. To slow the hyperinflation caused by trillions of stimulus money chasing too few goods, the Federal Markets and EconomyAfter the StormLast week the Midwest endured a weeklong ice storm. Since moving to San Antonio in 2021, we have experienced once in 100-year weather phenomenon every year. Leading into Valentine’s weekend 2021 and a month since moving Markets and EconomyBenefits at the BottomThere are many benefits of being at the bottom of a market cycle vs. at the top. At the top, when economic and stock market conditions are so favorable that it starts to get scary. One cannot stop wondering when these goMarkets and EconomyUS Soft LandingInvestors have been on pause since early 2022 with their new investments to determine when the Federal Reserve rate hikes will cease. More importantly, they are concerned that higher interest rates will drive the US econMarkets and EconomyListen to the Fed'sIn February 2018, Jerome Powell took office as the 16th Chairman of The Federal Reserve. He had a goal to improve the Fed's communication with the investment marketplace. Starting in January 2019, he began holding press Markets and EconomyNew Year, New StartBy any standard, the past three years were historic. It reminded me of the tech bubble that burst from 2000 to 2003, with San Jose’s Silicon Valley as the epic center. You had to live there to truly understand the financMarkets and EconomyDon’t Fight The FedsThe saying “Don't Fight The Feds,” or DFTF for short, has been the theme this year on Wall Street. Since March 16, when the Federal Reserve embarked on its rate hike policy, the stock market has plummeted. Mortgage interMarkets and EconomyUS Economic Engine Chugs OnDespite all the challenges going on around the world, the US economic engine continues to chug forward. The Group of 7 Nations (referred to as G7 nations, which were formerly G8 until Russia was expelled in 2014) referenMarkets and EconomySentiment vs MarketConsumer sentiment hit a record low in 2022 even as unemployment stayed near historic lows. Anton Bayer looks at what earlier periods of far greater stress meant for markets.Markets and EconomyActors of our Financial TheaterOver the past 30 years, I have been fascinated by watching the many actors in our financial markets. I say actors because it all seems like one big national play complete with all the theatrical variety of comedy, thrillMarkets and EconomyRebalancing The US EconomyThe tsunami impact of shutting down the US, the world's largest economic engine, for nearly nine months in 2020, and in some cities' continual restrictions, has understandably created a tsunami wave of financial imbalancFinancial PlanningRisk Management, You Say – MainA few weeks ago I was rereading Joe Coulombe’s autobiography, Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys, when I came across this quote:
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