Friday, October 28, 2022

Economic Update (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

6 comments:

  1. Thanks for the economic updates Marty! Have a great weekend!

    ReplyDelete
  2. GM Marty, I was listening to Bloomberg this morning and picked up that Goldman Sachs economist now predicts that the Fed will raise interest rate to 5% by March 2023. 5% prediction now is a little higher than previously estimated. Your Analog appears to be playing out as Wall Street revisit different company valuations, concern with the credit market, and global downturn as a Whole.

    ReplyDelete
    Replies
    1. GM Sam, yeah, looks like Goldman sees an extra 25 bps tacked on at the end (in March) vs what's been priced in... Right now fed funds futures give a Mach 25bps hike a 47% chance...

      Delete
  3. It appears that Luiz Inacio Lula De Silva will win the Brazil Presidential Election. Mathematically Lula is up by about 2 million votes. I am not sure if Jair Bolsonaro has any ground to challenge the election results. Lula was the 35th President from 2003 and 2010. He grew the economy of Brazil well. You are right that he will probably do the same if not better.

    ReplyDelete