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Catalyst/Rational Instant Reaction & Analysis: Fed Again Raises Interest Rates 75 Bps

The Federal Reserve once again raised interest rates 75 bps on Wednesday. See below for insights and initial reactions from the investment professionals across the Catalyst Funds and Rational Funds networks.

Midyear Outlook 2022: How to Reap Returns During a Recession

As we enter the second half of the year, many questions remain regarding the trajectory of financial markets and the economy. Our stance on stagflation (or "recession-inflation") remains steadfast. Drawing parallels to the mid-1970s, structurally, we are in a stagflation environment amid 41-year high supply-side inflation (driven by soaring oil prices and food prices), slowing GDP, and the eventual unravelment of the tight labor market.

Recession Risks. Are They Already Priced In?

Are recession risks fully “priced in” by the markets? Such was an interesting question asked recently by my colleague Albert Edwards at Societe Generale.

NFIB Signals A Recession Is Coming…Again

NFIB signals a recession is coming…again. The reason I say “again” is because, in September 2019, we discussed these same signals stating:

Catalyst/Rational Instant Reaction & Analysis: Fed Raises Interest Rates 75 Bps

What was once (rather recently) deemed as “off the table” for the Fed this month, the FOMC today took aggressive action, announcing the largest interest rate hike since 1994 (75 bps) as they seek to combat runaway inflation. See below for insights and initial reactions from the investment management teams across the Catalyst and Rational Funds networks:

Catalyst/Rational Instant Reaction & Analysis: Fed Raises Interest Rates 75 Bps

What was once (rather recently) deemed as “off the table” for the Fed this month, the FOMC today took aggressive action, announcing the largest interest rate hike since 1994 (75 bps) as they seek to combat runaway inflation. See below for insights and initial reactions from the investment management teams across the Catalyst and Rational Funds networks:

Another Bear Market, Another Positive Return For This Fund

2022 seems to be setting the stage for the 2020’s to be a lost decade–a decade where an asset class generates negative returns–for both stocks and bonds. A lost decade can derail an investor’s long-term financial goals. But today we’ll explain why not all hope should be lost on investors.

Another Bear Market, Another Positive Return For This Fund

2022 seems to be setting the stage for the 2020’s to be a lost decade–a decade where an asset class generates negative returns–for both stocks and bonds. A lost decade can derail an investor’s long-term financial goals. But today we’ll explain why not all hope should be lost on investors.

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