January 25, 2023 By Tim Nyland, CFA
Equity Investors Aren’t the Only Ones Fighting the Fed
#recession, #federalreserve, #equityresearch, #equitymarkets
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!