Market Trends & Outlook

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

“HODL,” an original misspelling taken on as a badge of courage by cryptocurrency investors, spread to “Meme stocks” during the runup in 2020 and...

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

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:

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:

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.”

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

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.