Wilson Hand LLP’s Post

🟨 Markets are pricing in higher odds of a recession, according to Goldman and JPMorgan. 🟡 Financial markets are pricing in higher odds of an impending recession after a brief market vortex that briefly frightened Wall Street last week. 🟡 That’s still a low probability. But models from Goldman Sachs Group Inc. and JPMorgan Chase & Co. suggest that the market’s implied odds of an economic downturn have risen significantly, based on the performance of stocks that are highly sensitive to signals from the U.S. bond market and, to a lesser extent, the ups and downs of the business cycle.

Last week was a rollercoaster for the markets! From significant shifts in the S&P 500 to crucial economic updates, our latest analysis breaks down the key factors influencing the landscape. Explore what these changes mean for future investments and the Fed's next steps. Don't miss out on understanding this pivotal moment in finance! 🌐 https://lnkd.in/gs4q4yPs #MarketTrends #InvestSmart #EconomicInsight #WeeklyMarketCommentary #HouseholderGroup

Last week was a rollercoaster for the markets! From significant shifts in the S&P 500 to crucial economic updates, our latest analysis breaks down the key factors influencing the landscape. Explore what these changes mean for future investments and the Fed's next steps. Don't miss out on understanding this pivotal moment in finance! 🌐 https://lnkd.in/gy8FrQFs #MarketTrends #InvestSmart #EconomicInsight #WeeklyMarketCommentary #HouseholderGroup

Markets have priced in a healthy number and pace of interest rate cuts in 2024. But can rate cuts drive multiple expansion on top of forecast earnings growth? Sounds like market participants want to have their cake and eat it too. How can investors expect to drive returns after all the positive momentum of late 2023? The answer could lie in seeking uncorrelated returns and adding inflation exposure, according to Picton Mahoney’s Multi-Asset Strategy team. Tune in to hear their perspectives on Tuesday, February 20. To register: https://ow.ly/XkQh30szVKC Tuesday, February 20 at 2 pm ET | 11 am PT For advisors only. #markets #investng #alternativeinvestments #alternativestrategies

Last week was a rollercoaster for the markets! From significant shifts in the S&P 500 to crucial economic updates, our latest analysis breaks down the key factors influencing the landscape. Explore what these changes mean for future investments and the Fed's next steps. Don't miss out on understanding this pivotal moment in finance! 🌐 https://lnkd.in/gQAUx5SB #MarketTrends #InvestSmart #EconomicInsight #WeeklyMarketCommentary #HouseholderGroup

Last week was a rollercoaster for the markets! From significant shifts in the S&P 500 to crucial economic updates, our latest analysis breaks down the key factors influencing the landscape. Explore what these changes mean for future investments and the Fed's next steps. Don't miss out on understanding this pivotal moment in finance! 🌐 https://lnkd.in/gbjdGhrc #MarketTrends #InvestSmart #EconomicInsight #WeeklyMarketCommentary #HouseholderGroup

"Nifty down 5%: A Much-Needed Correction? While many are panicking, I see this downturn as a necessary adjustment. In my view, the market remains overvalued, and a healthy correction is essential for a sustainable bull run. The post-COVID frenzy saw a surge in retail investors and institutional money pouring into mutual funds, artificially inflating the market. This influx of capital created an unsustainable bubble. A correction will: 1. Flush out weak investors 2. Reset valuations 3. Create buying opportunities Let's embrace this correction as a step towards a more stable and robust market. Share your thoughts! Do you agree or disagree? #marketcorrection #bullrun #investing #stockmarket #sustainability"

Markets have priced in a healthy number and pace of interest rate cuts in 2024. But can rate cuts drive multiple expansion on top of forecast earnings growth? Sounds like market participants want to have their cake and eat it too. How can investors expect to drive returns after all the positive momentum of late 2023? The answer could lie in seeking uncorrelated returns and adding inflation exposure, according to Picton Mahoney’s Multi-Asset Strategy team. Tune in to hear their perspectives on Tuesday, February 20. To register: https://ow.ly/vgV030szLYb Tuesday, February 20 at 2 pm ET | 11 am PT For advisors only. #markets #investng #alternativeinvestments #alternativestrategies

The forward returns of the ten largest U.S. companies, as depicted in the chart, suggest a tapering of relative outperformance over time, indicative of a broader market trend where past leaders face increased competition. In the context of the financial analysis provided, these findings parallel current market dynamics characterised by inflationary pressures, mixed economic indicators, and fluctuating commodity prices. Such conditions reflect a complex investment landscape where diversification and strategic positioning become paramount for navigating potential shifts in monetary policy and market sentiment, suggesting a cautious approach to both equity and fixed income markets as investors grapple with the economic implications of these trends. #inflation #commodity #fixedincome source: goldman sachs

Markets have priced in a healthy number and pace of interest rate cuts in 2024. But can rate cuts drive multiple expansion on top of forecast earnings growth? Sounds like market participants want to have their cake and eat it too. How can investors expect to drive returns after all the positive momentum of late 2023? The answer could lie in seeking uncorrelated returns and adding inflation exposure, according to Picton Mahoney’s Multi-Asset Strategy team. Tune in to hear their perspectives on Tuesday, February 20. To register: https://ow.ly/Sq1330szM66 Tuesday, February 20 at 2 pm ET | 11 am PT For advisors only. #markets #investng #alternativeinvestments #alternativestrategies