The New Stock Market World Order Has Begun | Recession Warning
Published: 2022-04-08
Status:
Available
|
Analyzed
Published: 2022-04-08
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Morgan Stanley predicts a bear market rally will lead to a correction.
"Morgan Stanley warns that a bear Market rally is setting the stage for a correction with even more changes coming soon"
Pending
BlackRock anticipates a fundamental shift in market dynamics, differing from the past two years.
"BlackRock came on record to say that a new world order is coming soon for stocks and bonds and I agree because what's helped over the last two years is going to be entirely different from what we end up seeing in the very near future"
Pending
The Federal Reserve will raise interest rates, impacting other rates and leading to mortgage rates reaching 5%.
"third the FED will raise rates they do this by influencing What's called the federal funds rate which is the interest rate that Banks charge other Banks when they lend each other money the higher this rate goes the more influence there is for other rates to go up alongside with it and voila we got mortgage rates now at five percent"
Pending
Jamie Dimon suggests that a strong economy and low unemployment increase the likelihood of larger interest rate hikes.
"finally fourth the chance more interest rate hikes is increasing as Jamie dimon of JP Morgan said the stronger the recovery the higher the rates that follow and right now with record low unemployment and a very strong job market the chance of a larger rate hike is increasing because the economy should be able to handle it"
Pending
BlackRock predicts a new market order with higher inflation and rates than 2008-2020, leading to a more challenging investment landscape.
"from their perspective they see a new world order taking shape that will undoubtedly entail higher inflation and rates than we knew from 2000 8 to 2020 but also a trickier environment for investors"
Pending
BlackRock believes value stocks will outperform growth stocks during Fed rate hikes, as investors prioritize current fundamentals.
"BlackRock suggests that during times of Fed rate hikes value stocks have outperformed growth over one two and three year periods suggesting that investors May begin to prioritize today's fundamentals profits and cash flow over the potential of more cash flow in the future"
Pending
Bank of America suggests we are in the early stages of a value stock cycle, with value stocks significantly undervalued compared to average.
"Bank of America also seconds this and mentioned a few months ago that were in the early Innings of an upcoming value cycle and that the relative discount for value stocks remains nearly two standard deviations below average"
Pending
Goldman Sachs predicted a significant, albeit temporary, rotation out of growth stocks in late 2021.
"Goldman Sachs back in October of 2021 nearly called the top of the market when they said the market is due for a large but temporary rotation out of growth stocks"
Pending
Since 2008, there have been 15 average 4-month rotations into cyclical stocks outperforming defensive stocks by 15%.
"according to them since the great financial crisis of 2008 there have been 15 rotations into cyclicals and out of defensive safer stocks on average these rotations lasted for four months and resulted in a 15 outperformance for cyclical stocks"
Pending
Historically, after corrections (not leading to a bear market), the S&P 500 has gained a median of 11.5% and an average of nearly 14% one year later.
"throughout the corrections that did not result in a bear Market since 1928 the S P 500 has seen a median gain of 11 and a half percent a year later and an average gain of nearly 14 percent Rising nearly 77 percent to the time of course"
Pending
Goldman Sachs' most likely scenario projected the S&P 500 to finish the year around 4,700 points, indicating a flat market.
"Goldman Sachs came on record to say that the most likely scenario was simply a flat market with the S P 500 closing around 4 700 points by the end of the year"
Pending
Higher mortgage rates are expected to reduce mortgage demand by 40% and potentially lead to softer real estate prices.
"leading to 40 percent less mortgage demand and potentially soon softer prices"
Pending
Despite rising rates, limited supply and strong demand will keep home prices relatively high, though growth may slow.
"limited Supply along with very strong demand will still keep prices relatively High even though of course the rate of growth might be a bit slower"
Pending
The consensus among traders is for continued rate hikes, with expectations of 50 basis point increases in May and June.
"the consensus is that rates will continue to rise with most Traders believing that we'll see a 50 basis point rate hike in May and June"
Pending
Bloomberg Opinion suggests the Fed may take market-shocking measures if inflation doesn't decrease soon.
"Bloomberg opinion noted that if inflation doesn't cool down and soon the FED will have to resort to measures that shock the market"
Pending
Dividend stocks and real estate have historically performed well even during periods of increasing interest rates.
"Schroeder's found that even though most assets did considerably better during a declining interest rate environment some like dividend stocks and real estate continue to do well even when those interest rates increased"
Pending
Historically, the S&P 500 is most likely to move within a +/- 5% range in the month following an interest rate increase.
"the most likely outcome during an interest rate increase is an S P 500 that moves plus or minus five percent that following month"
Pending
Since 1971, the S&P 500 has averaged a 20% gain during rising interest rate periods, which can last for several years.
"the Financial Samurai blog also found that the S P 500 has gained on average 20 percent throughout a rising interest rate period since 1971 which can often span over several years"
Pending
Banking, industrials, and semiconductors are expected to outperform during periods of rising rates, coinciding with an improving economy.
"other Industries like like banking Industrials and semiconductors tend to outperform as rising rates go together with an improving economy"
Pending
The speaker believes the market may be entering a period of normalcy.
"I do think that we might finally be entering a time of normalcy"
Pending