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!

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

  • Illustrates the evolving relationship between the record low Personal Savings Rate relative to the increase in Revolving and Total Consumer Credit Outstanding.
  • Presents historical trends of Consumer Spending, the U.S. Conference Board Leading Economic Index, and the mean-reverting nature of the performance of the S&P 500 to gauge what may lie ahead!

  • 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!

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

  • Updated charts and commentary from the 10/11/2022 webinar titled When is the Fed Likely to Stop Raising Rates? illustrating why the Federal Reserve is focusing on the labor market (lagging indicator) against the backdrop of the persistent services sector expansion underway in the U.S.
  • Presents historical trends of ISM Manufacturing, ISM Services, U.S. Conference Board Leading Economic Index, Federal Funds Target Rate and the PCE Core rate of inflation to illustrate when the Fed is Likely to stop raising interest rates.
  • 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!