JPMorgan looks at ‘Armageddon scenario’ of Fed jacking rates up to 6.5%. Its conclusion may come as a surprise.

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: The stock and bond market could handle a much more aggressive Fed than expected, strategists argue Source: MarketWatch.com Date: Dec 08, 2022 Link: https://www.marketwatch.com/story/jpmorgan-looks-at-an-armageddon-scenario-of-the-fed-jacking-rates-up-to-6-5-its-conclusion-may-be-a-surprise-11670507441 Questions for discussion: What is the basis for this argument? Do you agree with this assessment? What do you think the Fed will do over the next few months and… Read more »

Here’s what America’s top CEOs are saying about a possible recession in 2023

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Description: As 2023 approaches and the prospect of a recession looms, corporate America is preparing for a slowdown in consumer spending. CEOs of major companies including Walmart and General Motors joined CNBC’s “Squawk Box” on Tuesday morning to talk inflation, interest rates, geopolitics and what it all means for their outlooks in the new year…. Read more »

Opinion: There’s a strong possibility that the bear market in stocks is over as investors have given up hope

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Description: There’s a strong possibility that the bear market in stocks is over as investors have given up hope Source: MarketWatch.com Date: Dec 03, 2022 Link: https://www.marketwatch.com/story/theres-a-strong-possibility-that-the-bear-market-in-stocks-is-over-as-investors-have-given-up-hope-11669999664 Questions for discussion: What is the basis for this opinion? Do you agree with the analysis?

Lululemon stock drops following earnings, analyst downgrades

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Description: Yahoo Finance Live checks out Lululemon shares following its latest earnings report and removal from analysts’ conviction buy list. Source: Yahoo.Finance.com – video report Date: Dec 09, 2022 Link: https://ca.finance.yahoo.com/video/lululemon-stock-drops-following-earnings-205747786.html?contentType=VIDEO Questions for discussion: Summarize the analysis presented concerning the firm. Is this a good buying opportunity for investors?

Will U.S. Holiday Shoppers Reward Companies for Doing Good?

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Description: The recent Bentley-Gallup Force for Good study found that most Americans are willing to pay a premium for products from companies that have a reputation for doing good. Specifically, majorities of at least 60% said they would be willing to pay extra for a simple consumer good — a T-shirt — if the company that made… Read more »

Tim Cook says Apple will use chips built in the U.S. at Arizona factory

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Description: CEO Tim Cook confirmed that Apple will buy U.S.-made microchips at an event in Arizona on Tuesday, where President Joe Biden also spoke. Source: CNBC.com – video report Date: Dec 06, 2022 Link: https://www.cnbc.com/2022/12/06/tim-cook-says-apple-will-use-chips-built-in-the-us-at-arizona-factory.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Why is Apple doing this? What are the implications for future global supply channels? What does this… Read more »

How Analytics Is Changing Finance

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Description: In the first session of this year’s Beyond Business discussion series, Wharton professors Michael Roberts and Daniel Taylor explored how analytics is influencing the field of finance, bringing new efficiencies while creating new challenges. Source: knowledge.wharton.upenn.edu – video report Date: Nov 29, 2022 Link: https://knowledge.wharton.upenn.edu/article/how-analytics-is-changing-finance/?utm_campaign=KatW2022&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=11-30-2022&utm_content=How_Analytics_Is_Changing_Finance Questions for discussion: Summarize the key points made in… Read more »

Investors Cozy Back Up to Stocks as Recession Fears Loom

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Description: Survey shows investors re-entering the market despite recession concerns Source: Investopedia.com Date: Dec 01, 2022 Link: https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242 Questions for discussion: What does the research say about current investor intentions and attitude toward stock market investing? How, in your opinion, should this research be interpreted and applied by investors in their own decision-making?

SPOS #855 – Mike Evans On The Startup Journey

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Description: Here it is: Six Pixels of Separation – The ThinkersOne Podcast – Episode #855. The recently released book, Hangry, is a humorous, rags-to-riches, cautionary tale about Mike Evans, a Silicon Valley entrepreneur, who founded GrubHub in his basement and expanded it into the multi-billion dollar online food delivery colossus. Hungry and tired one night, Mike wanted a pizza, but getting… Read more »

Royal Bank agrees to buy HSBC’s Canada unit for $13.5B

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Description: Royal Bank of Canada agreed to buy HSBC Holdings Plc’s Canadian unit — the country’s seventh-largest bank — for $13.5 billion in cash, expanding its roster of business clients and bulking up its retail presence on the West Coast as HSBC focuses on Asia. Source: BNNBloomberg.ca – video report Date: Nov 29, 2022 Link:… Read more »