Jack Janasiewicz offers his tactical take on the capital markets in this podcast recorded on November 3, 2022.
- After falling for most of the year, stocks turned in positive returns for the month of October, with the S&P 500® gaining more than 8% during the month.
- But the increasing likelihood of continued rate hikes from the Federal Reserve is keeping a lid on market enthusiasm.
- The Federal Reserve still considers inflation public enemy #1, and wants to see three things happen: slower growth, a softer labor market, and evidence that inflation is heading down toward its 2% target.
- As some of the data takes time to work through the system, the chances increase that the Fed may raise rates again in December and January – and keep them there until the data catches up.
Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.
This material is provided for informational purposes only and should not be construed as investment advice.
The views and opinions expressed are as of November 2021 and may change based on market and other conditions.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Actual results may vary.