This week, Pacific Point’s Director of Research Tim Nyland, CFA:
• Picks up where he left off in his last webinar providing updated charts with fresh new data points while expanding the macroeconomic analysis to include PPI and commodity price changes.
• See the deep historical charts the analysts and portfolio managers at Pacific Point Advisors, LLC. use to evaluate the macroeconomic issues impacting U.S. corporations as they face a hawkish Federal Reserve during a time of peak U.S. corporate profit margins.
• Dive deeper into margin analysis for the broader S&P 500 as well as the Energy, Health Care, Information Technology, Utilities and Materials sectors. You will be amazed at what you see, and you will not want to miss this webinar!
This week, Pacific Point’s Director of Research Tim Nyland, CFA, discusses:
• 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.
• See the deep historical charts the analysts and portfolio managers at Pacific Point Advisors, LLC. use to determine what is making the credit markets so nervous. See the macroeconomic issues facing U.S. corporations and the Federal Reserve as we combine a 50-year analysis of CPI together with Labor Productivity and Average Hourly Earnings.
• What are the analytical issues and how do they move through the business cycle and turn into a recessionary threat? Watch the video to find out. You will not want to miss this webinar!