Market Strategy Series

October 19, 2022 By Tim Nyland, CFA

Will the U.S. Fall into Recession in 2023?

Pacific Point shares the analytical framework they use to answer the question, Will the U.S. Fall into Recession in 2023?

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tag-icon #recession2023 #inflation #recession #federalreserve #equityresearch #equitymarkets
October 12, 2022 By Tim Nyland, CFA

When is the Fed Likely to Stop Raising Rates?

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

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tag-icon #ISM #inflation #recession #federalreserve #equityresearch #equitymarkets
October 07, 2022 By Tim Nyland, CFA

Is a Recession Priced into the S&P 500?

Think a recession is currently priced into the S&P 500? See the Pacific Point Research Lab in action as we cut through the speculation by sharing the analytical framework we use to determine warranted ...

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tag-icon #recession2022 #equityresearch #SP500 #treasuries #stockmarket
September 22, 2022 By Tim Nyland, CFA

EPS Growth & The Share Buyback Conundrum

With the Inflation Reduction Act of 2022 signed into law, the 1% excise tax coupled with weaker CEO confidence in the economic outlook may cause a slowdown in buybacks in the quarters to come. What do ...

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tag-icon #sharebuybacks #equitymarkets #inflationreductionact #inflation #inflationreduction #equityresearch
August 24, 2022 By Tim Nyland, CFA

Recession Risks Part 2 – It’s all About the Corporate Margin Cycle

Picking up where we left off in our last webinar, we expand the macroeconomic analysis with new data points and include PPI, commodity price changes and illustrate the combined effects on corporate pr ...

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tag-icon #inflation #equitymarkets #equityresearch
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