“That is, overall, while yield-curve inversions have customarily
unleashed havoc on the economy, job creation, and even profits,
they are not nearly as bad for the stock market as commonly
advertised,” Paulsen wrote.
Jim is a great strategist, one of the few I follow. Very
thoughtful work here. Good to keep an open mind.
Why October’s yield curve inversion
Posted by fundamentalvalues on 2nd of Dec 2022 at 03:53 pm
Why October’s yield curve inversion might not spell doom for U.S. stocks in 2023
https://www.marketwatch.com/story/why-octobers-yield-curve-inversion-might-not-spell-doom-for-u-s-stocks-in-2023-11670009518
“That is, overall, while yield-curve inversions have customarily unleashed havoc on the economy, job creation, and even profits, they are not nearly as bad for the stock market as commonly advertised,” Paulsen wrote.
Jim is a great strategist, one of the few I follow. Very thoughtful work here. Good to keep an open mind.
marketwatch.com
Why October's yield curve inversion might not spell doom for U.S. stocks in 2023 - MarketWatch
U.S. stock portfolios could avoid further damage in the year ahead, even if the U.S. economy slips into a recession, says this strategist.