Are Fears About an Imminent Recession Overblown? If history helps us to predict the future, a recession is coming when the Leading Index for the United States is below 1.Today, it stands at 1.48 and is rising. “The leading index for each state predicts the six-month growth rate of the state’s coincident index. In addition…
Fears of Global Recession The latest BofAML’s European credit investor survey shows that fears of global recession have risen to 42%. Image: BofA Merrill Lynch
Is Inflation Dead? Deflation Fears Make A Comeback Is deflation on the horizon? Investors expect inflation running below 1.5% YoY for the next three years. Image: Arbor Research & Trading
Fears of a German Recession Are Rising A recession in Germany could mean economic damage across the region. Image: The Economist
Fear Of Recessions? S&P 500 Bull and Bear Markets since 1946 A long-term investor should put downturns in perspective. Image: Charles Schwab
Fear & Greed Index vs. S&P 500 Index This chart shows how optimism stays unusually low. Is this alarming for bears? Image: Cable News Network
S&P 500 Futures – Massive Pre-market Fear Since 1982 Since 1982, there have been two time periods of this massive pre-market fear: in 2002 and 2008, during the bear market. Image: Sentimentrader
As China Trade Fears Intensified, Big U.S. Companies Tightened Spending A drop in capital spending in S&P 500 companies is a bad sign for the U.S. economy. Image: The Wall Street Journal
Investing Like Sheep (w/ Jeff Gundlach) | Future Fears “People want to be told what to think. I don’t! People need to listen with the mind as well as their ears, and not just repeat what they heard.” – Jeffrey Gundlach, founder and CEO of DoubleLine Capital. https://www.youtube.com/watch?v=QLf9tGq2Vv4
Bonds in perfect storm of recession fears and easy Fed: Strategist Karen Firestone is the CEO of Aureus Asset Management and Ben Mandel is a global strategist in the Multi-Asset Solutions group at J.P. Morgan Asset Management. They discuss the current US stock market and the competition to own bonds.