As we move into the official fall season, the markets are facing many, many different issues.
Highest long-term yields in years…which WILL matter for stocks before long.
A 100% rise in crude oil prices…(with diesel fuel prices skyrocketing).
Important divergence between the S&P 500 and the chip stocks.
Important divergence between the S&P 500 and the high yield market.
Renewed weakness in the stocks with big exposure to the private credit market.
The Administration trying to plug holes in the dyke with only short-term solutions.
A potential unwinding of the “carry trade.”
Some sudden…and meaningful…weakness out of Europe.
And, of course, MANY geopolitical uncertainties.
We will discuss these, and other, issues in tomorrow’s LIVE session tomorrow at noon. We will also be taking questions. (For those would like to provide some questions in advance, please click here: https://form.jotform.com/262576862674169)
To register for tomorrow’s session, please click below…and we will see you tomorrow:
https://us06web.zoom.us/webinar/register/3817895045386/WN_NeDy8Q7NQKi7y01JmsBErw
