Today’s show is presented by Composer:
See here for more information on Composer’s systematic strategies, and here for important disclosures
On today’s show we discuss:
- The market bounce after Powell’s comments
- Record $3B in outflows for $LQD
- Vanguard investor pulse: Anxiety and cash needs on the rise
- What is the yield curve saying?
- Oil below pre-invasion price
- The thing that’s hard about markets (AWOCS)
Listen here:
Jeff deGraaf:
Recommendations:
Charts:
Tweets:
FED'S BULLARD: EXPECTED DISINFLATION IS THE PARTY DRIVING YIELD CURVE INVERSION, SO IT IS NOT NECESSARILY SENDING A RECESSIONARY SIGNAL.
— Breaking Market News ⚡️ (@financialjuice) November 28, 2022
Share buybacks played a huge role in the market this year — without them, the bear might have been meaner. Buybacks are holding up at 6.8% of revenues (which are making new all-time highs). So far so good, but we may have reached the peak for this cycle. pic.twitter.com/aMMaJXo50L
— Jurrien Timmer (@TimmerFidelity) November 23, 2022
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