SCHX

Weekly Report: what happened at SCHX last week (1127-1201)?

What Do We Expect For Markets In 2024?

Invesco's 2024 investment outlook discusses the balancing act between controlling inflation and preventing economic deterioration. Kristina hooper and alessio de longis discuss what investors should expect for markets in 2024. Hooper says investors should anticipate a broadening of the market and consider adding cyclical risk to portfolios.

Recessionary Indicators Update - Soft Landing Or Worse?

Wall street economists predict a "soft landing" or no recession in 2024, despite recessionary indicators suggesting otherwise. Lance roberts says the yield curve inversion is a warning sign of a recession but not the start of the recession. The market's lead-up to a recession has shrunk markedly since 1980.

Weekly Report: what happened at SCHX last week (1120-1124)?

Keeping An Eye On The Unemployment Rate As A Recession Signal

Economy continues to experience respectable growth with third quarter gdp growth of 4.9%. The unemployment rate of 3.9% has crossed above its 12-month moving average. The recession probabilities index remains at a negative level. The economy is not in a recession but is showing signs of slowing.

New Recession Warnings

Signs of weakness are now appearing in coincident economic indicators in the us. The rise in continuous claims for unemployment insurance is consistent with a recession starting in 2023. The decline in the year-over-year growth rate of industrial production is also a sign of weakness. A soft landing scenario is becoming more popular.

Pessimism Continues To Fall

There is a gradual thawing of the pessimism that has wracked equity prices since the end of 2021. The important economic trends continued to trend higher despite most investors expecting a recession. Retail investors have record cash levels and are not following fundamentals. Warren buffett does not worry about pessimism in the short term.

Soft Selling A Hard Landing

The committee is not thinking of a recession in the near term. The full effects of monetary policy tightening have yet to be felt. Valuation estimates of companies with very high growth rates are sensitive to small changes in growth assumptions. John hussman says the u.s. Economy is in good shape.