Market Strategy Series - Pacific Point

March 17, 2023 By Tim Nyland, CFA

The Lost Decade in Stocks

See the latest charts out of the Pacific Point Research Lab as we explore the dynamics responsible for The Lost Decade in Stocks.

#recession, #federalreserve, #equityresearch, #equitymarkets, #stagflation

February 15, 2023 By Tim Nyland, CFA

Yield Curve Inversion Signaling Recession, Is it Really Different This Time?

See the latest charts out of the Pacific Point Research Lab as we explore two different sides of the recession debate as it pertains to the largest 10/2 Treasury yield inversion in the last 40 years.

#recession, #federalreserve, #equityresearch, #equitymarkets

January 25, 2023 By Tim Nyland, CFA

Equity Investors Aren’t the Only Ones Fighting the Fed

See the latest charts out of the Pacific Point Research Lab as we explore implications for equity valuations as negative operating leverage begins draining U.S. corporate profit margins.

#recession, #federalreserve, #equityresearch, #equitymarkets

December 23, 2022 By Tim Nyland, CFA

The State of the U.S. Consumer

See the latest in economic charting out of the Pacific Point Research Lab as we look to personal savings rates and outstanding credit balances to gauge what lies ahead for consumer spending, leading e ...

#recession, #federalreserve, #equityresearch, #equitymarkets

December 08, 2022 By Tim Nyland, CFA

When is the Fed Likely to Stop Raising Rates – Part 2?

See the latest in economic charting out of the Pacific Point Research Lab as we continue building a case for when the Fed is likely to stop raising rates.

#inflation, #recession, #federalreserve, #equityresearch, #equitymarkets, #ISM