Market Trends & Outlook

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:

Fed Pause? Markets Hope So, But Likely Not Yet.

Will the Fed pause its rate hikes as markets correct? That is the question that everyone is trying to answer. Of course, after more than a decade of monetary interventions, investors have developed a “Pavlovian” response to market declines and the “Fed Put.”

What To Expect in Second Half of 2022: A Macro View

As we approach the halfway point of 2022, investors remain uncertain of what to expect throughout the next six months.

Corn Prices Will Remain High

While wheat prices have garnered significant attention since the Russian invasion of Ukraine, corn has arguably been the agricultural commodity most affected by the war. In 2021, Ukraine was the third-largest corn exporter in the world, accounting for 11.4 percent of global exports.

The Biggest Crash In History Is Coming? Kiyosaki Says So.

Robert Kiyosaki recently tweeted, “The best time to prepare for a crash is before the crash. The biggest crash in world history is coming. The good news is the best time to get rich is during a crash. The bad news is the next crash will be a long one.”

Catalyst/Rational Instant Reaction: Fed Raises Rates 50 Bps; Takes 75 bp Hike Off Table for June

Catalyst and Rational investment teams initial reaction to today’s 50 bps rate hike from the Federal Reserve and the subsequent Q&A session.

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