Hot Reads: A Strengthening Short-Term Macro Trend

November 04, 2022

Compiled by Staff


US Economy Shows More Strength Than Recently Forecast (The Capital Spectator)
Recession risk still lurks on the horizon, but for the moment the near-term macro trend has strengthened.


Gundlach: Housing Is Doomed, Millions in Layoffs Likely (Financial Advisor)
At this year's Schwab Impact, the DoubleLine CEO said he can't find a part of the economy that's going to "plug the gap" or "pick up the slack."


Women Are Winning the Market Downturn (Institutional Investor)
Equity portfolios at least partly managed by women outperformed in both 2022 and 2018, according to Investment Metrics.


The Muddled Politics of US Inflation (Jackson Hole Economics)
No other economic indicator has so direct an effect on political leaders’ popularity.


Taming Inflation Is Only Half the Fed's Battle (Advisor Perspectives)
Four categories of economic activity have been significant drags on growth this year.


Volatility-Based Equity Allocations (ETF Stream)
Investors love the idea of a single all-powerful signal that can be used to time markets.


The Fed's Silver Lining for Retirement Portfolios (ThinkAdvisor)
As investors look for the Fed to ease rates in late 2023, bonds may be able to generate potential capital gains as well as current income.


When Should You Change Your Asset Allocation? (A Wealth of Common Sense)
One good reason: when the market changes the opportunity set in a meaningful way.


Larry Summers a Fan of Powell's Policy Stance (Benzinga)
The former Treasury Secretary says the Fed chair "framed issues right, pointed toward appropriate policy."


Emerging Market ETFs 'Burning Investor Cash' (MarketWatch)
China is dragging down performance.


Ray Dalio on the Downturn: 'There's a Lot More to Come' (Institutional Investor)
The market baked in rising interest rates but not the economic contraction, the Bridgewater Associates founder said.

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