Economic Insights

The 3-month and 30-year yield curve can provide valuable insights into the state of the economy and future market volatility. By paying attention to the shape of the yield curve, investors can better understand market sentiment and adjust their strategies accordingly.

Let's talk athleisure because it's a powerful secular growth theme and there's some absolutely dominant brands in the category. We can't talk about sneakers and footwear without leading with Nike. Nike is one of the most recognized and loved brands around the world. Once called Blue Ribbon Sports, Nike was founded by Bill Bowerman and Phil Knight in 1964.

We experienced a decade of quantitative easing and declining interest rates that culminated with an unprecedented multi-trillion-dollar infusion of capital in 2020. But three years later, the party had to end. However, we shouldn't cry because quantitative easing is over, we should smile because it happened 🙂 In remembrance of the last decade, I would like to highlight 11 things that were only possible thanks to 0% interest rates.

The difficulties of navigating markets in 2022 are well chronicled. Very difficult years tend to create investor PTSD, which often holds them back from uncovering opportunities. In my conversations with advisors and analyzing money flow data, there appears to be lingering apprehension for risk-taking initiatives.

The 2/10 yield curve is a widely recognized economic indicator that accurately predicts recessions, but its limitations and the tendency for the stock market to rise even as the curve becomes more inverted highlights the need for a deeper understanding of this indicator and the importance of learning from past economic bubbles to prepare for future downturns.

The 2/10 yield curve is a widely recognized economic indicator that accurately predicts recessions, but its limitations and the tendency for the stock market to rise even as the curve becomes more inverted highlights the need for a deeper understanding of this indicator and the importance of learning from past economic bubbles to prepare for future downturns.

Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook. Such leaves investors in a predicament of avoiding a further drawdown in the equity markets but not wanting to miss out on a potential recovery.

As in previous years, the Federal Reserve was clear. It said it was going to raise rates, and it did. Many investors learned last year, to their peril, not to fight the Fed. Going forward, the Fed has said it will raise rates and keep them elevated. Many investors will most likely learn the same lesson this year. Don't fight the Fed…