November 12, 2022
Weekly Market Insights, Data And Commentary
We strive to keep you regularly updated with important economic data, market changes, and news.
Please find Schwab Markets & Economy Stress Cracks by Liz Ann Sonders, Chief Investment Strategist, this week’s Market Monitor from Goldman Sachs, and Global Weekly Market Commentary from BlackRock Investment Institute, attached below.
- Schwab’s Liz Ann Sonders’s Markets and Economy theme this week is that as the Federal Reserve continues to ratchet up the pressure with higher interest rates, cracks are beginning to appear beneath the surface of the U.S. economy.
- Market Monitor from Goldman Sachs provides a global market data perspective to help explain the issues and trends affecting your portfolios.
- BlackRock Investment Institute Weekly Market Commentary is focused on how BlackRock’s top investment leaders came together at the Outlook Forum. The upshot: The new regime is not about to change, and we need a new playbook. BlackRock sees the new regime playing out. Central banks face sharper trade-offs between activity and inflation. For now, they see them on a path to over-tighten and cause recessions while attempting to bring inflation back to target. A resilient economy only makes further over-tightening more likely, in their view, and would be even worse for the economy – and bad news for risk assets
That’s all for this week! We’re here to answer any questions you may have! Please don’t hesitate to reach out.