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.
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This week, Pacific Point’s Director of Research Tim Nyland, CFA:

  • Illustrates the struggle between two different sides of the recession debate as it pertains to the most aggressive Fed rate hike cycle we’ve seen since the early 1980’s.
  • Uses Pacific Point’s own Equity Risk Premium to illustrate how the equity markets are pricing in virtually zero odds of a recession and U.S. corporations appear to be on their side when it comes to fighting the Fed.
  • Explores implications for equity valuations as U.S. corporations refuse mass layoffs and negative operating leverage begins draining profit margins.
  • Be sure to watch the entire webinar, we think you will be shocked at what we have produced for you in the Pacific Point Research Lab!

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