Sunday, December 22, 2024

Macro Market outlook report by Valens Research: there are different ‘types’ of recessions to consider

Click here to read our latest Pulse Macro Report. Our free sample to you. See previous report summary calls: October Pulse Market Outlook

January call:Interest Rated Rising Do Not Doom the Market Rally. Common Misconception that the Fed is going to ruin the economic recovery by raising rates.6.08%from 1/20 to 2/8
February callGeopolitical risk is not as great for investors and remain bullish because US corportes are impressively healthy5.59%from 2/25 to 3/20
March callThe 3/10yr interest rate spread remains robust and is at its widest. Therefore it points to optimism in the coming months-0.04%3/20 to 4/20
April callManagment teams are starting to show confidence in investing, which leads to earnings growth and a bull run-12.54%4/21 to 5/19
May callHeadwinds such as inflation and Ukraine are recinding which will allow the market to focus on earnings growth. Valuations are cheap which will leads to a good start for the second half of 2022.6.67%5/19 to 6/7
June callThe sell off experienced is explainabe due to historical trends (1945-46) but now we must wait for corporate investment to power the economy and market higher7.81%6/17 to 7/22
July callCredit Markets are not closed, meaning earnings growth can continue even with higher borrowing costs8.13%7/22 to 8/18
August callInvestors need to be more patient in their investing because the market will move sideways in the near term-11.53%8/18 to 9/21
September callInvestors need to be more patient in their investing because the market will move sideways in the near term-0.98%9/22 to 10/23

Click here for the latest Market outlook from Valens Research

For more information on Valens Research, contact our Client Relations Manager Doug Haddad @630-841-0683, or email him at doug.haddad@valens-research.com

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