We just recently spoke of a healthy bull market, but with a resurgence of COVID causing renewed volatility where does that leave us? Are we in a higher inflationary environment favoring Value/Cyclicals? Or a higher COVID environment favoring Growth/Technology? Deron McCoy, Chief Investment Officer, explains our views on these and other topics in our latest Investment Update:
FED Jerome Powell’s most recent speech came off as more hawkish than previous talks. Investors are worried about a potential Fed policy shift amidst this change in tone.
WASHINGTON DC President Biden signed a short-term government funding bill into law. The measure will keep the government running until February 18, 2022.
ECONOMY Holiday sales are expected to beat forecasts. The National Retail Federation says spending could grow as much as 11.5% compared to the previous year.
JOBS The November jobs report showed a slight rebound in the economy as the jobless rate fell to 4.2%.
CHINA The de-listing of Didi on the New York Stock Exchange has sent ripples through other Chinese stocks. Investors fear more hawkish behavior towards China.
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