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1. Recession Fatigue: Consumers Begin To Break
Interestingly, while individuals continue to suffer from “Recession Fatigue,” the economy is technically not in a recession. At least not yet, as the National Bureau of Economic Research (NBER), the official arbiter of recession dating, has not made that assessment. With unemployment rates at record lows, jobless claims at historically low levels, and consumer spending still above trend, an official recession likely has not yet begun. However, don’t ask the average American that question. According to that Bankrate.com report, the average American has an entirely different view. — Lance Roberts
2. Patience Pays off for Converting Prospects
Converting prospects is no longer about sales technique, it is about patiently engaging and educating and matching their timeframe. But being a lot more patient than ever before pays off with higher value clients who stay longer. But how patient do you have to be? — Tony Vidler
3. Financial Planning Firms Grow Best in Tough Times
Tough times are a godsend for financial planners. Great financial planning firms grow faster in difficult times than in the so called ‘good times’. It may seem counter-intuitive but if you’re an experienced financial planner who has been through falling markets and economic recessions before, you’ll know this to be true. — Brett Davidson
4. A Global Recession Is Coming in 2023
From the World Bank, the World Trade Organization, and the World Economic Forum, to the IMF and even Elon Musk, the consensus is growing that the world economy will fall into recession in 2023.” There are various signs that are indicating a global recession is on its way. The strength of the dollar is one major indicator. It’s seen as a safe haven in turbulent times for investors. However, it also creates major issues for most other countries as it becomes more expensive to import. — Nigel Green
5. New Market Regime Demands Market Intelligence
Shifting investment markets driven by uncertainty and volatility create challenges and opportunities. According to Nigel Bolton, co-global head of equities at BlackRock - “Investors can now expect a decade of higher inflation and lower returns”. Many analysts are calling it a “regime change” in financial markets and warn that this can expose the inadequacy of several conventional investment strategies like index investing. In this new market cycle, it will become vital to have the tools to spot emerging risks and opportunities across stocks. The ability to act quickly will make a difference in an unstable market. — Bill Hortz
6. What if We Are Not in a Recession?
We are in a recession. Growth is slowing. Inflation is through the roof and not coming down. The Fed will keep hiking. Job losses will come. Spending will slow. Etc., etc., etc. But what if any of those things turn out not to be the case? — David B. Armstrong
7. The Stock Market Has a Leader Again
Where are the stock market leaders? I asked this all-important question in a recent RiskHedge Report... and the answer I found was not good. A healthy market needs at least one strong sector to lead it higher. Unfortunately, my analysis showed we were in a leaderless market. But things have changed. — Justin Spittler
8. The Most Important Indicator to Watch Right Now
Inflation has been one of the key issues affecting global markets this year, and in recent months the focus has increasingly turned to whether it has peaked. In our view, the signs are certainly there. Commodity prices have declined significantly from the heights of last spring. ISM Manufacturing and Services indexes, which measure economic activity based on surveys of purchasing managers, are turning sharply down, and they tend to lead consumer price index (CPI) data. — David Stonehouse
9. A Quantitative Approach To Investing with Art Day
The peaks and troughs in regards to all types of cyclicality in the industry, specifically with the impacts of inflation. How to read through the puzzles of the markets. — Power Your Advice
10. How To Help Clients Through Calamitous Times
“Sanguine” isn’t the adjective to describer 2022 market action. Far from it and while this year won’t go down as the most volatile or worst in financial market history, the combination of bonds and stocks falling in unison is weighing on clients. That’s putting things mildly. — Todd Shriber
11. The Only Stocks To Buy in a Recession
When you think of “recession-proof” stocks... what comes to mind? Let me guess… toilet paper and toothpaste? The widespread (but wrong) belief is companies that sell “essentials,” like Clorox or Johnson & Johnson, are the best way to ride out a recession. No offense... but I’m not interested in making 5% on a toilet paper stock. Not today… when there’s a brand-new group of stocks that are all but guaranteed to grow rapidly through a recession. — Chris Wood