Research Lab

Pacific Point’s Webinars


September 22, 2022 By Tim Nyland, CFA

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 ...

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

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 ...

tag-icon #inflation #equitymarkets #equityresearch
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August 22, 2022 By Tim Nyland, CFA

Despite the recent rally in equities off the June 2022 lows, 10-year – 2-year treasury yield spreads are pricing the strongest forewarning of a recession since the dotcom implosion. What are the ana ...

tag-icon #inflation #equitymarkets #equityresearch
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