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 »
Posts Categorized: Financial analysis
Here’s what America’s top CEOs are saying about a possible recession in 2023
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
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
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?
How Analytics Is Changing Finance
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
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?
Royal Bank agrees to buy HSBC’s Canada unit for $13.5B
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 »
In defensive interview, Sam Bankman-Fried claims he’s broke and committed no fraud
Description: Former FTX CEO Sam Bankman-Fried, in possibly the understatement of 2022, said Wednesday, “I’ve had a bad month.” The former billionaire added that he “didn’t do a good job” at upholding his responsibilities to regulators, customers and investors in a hotly anticipated conversation with CNBC’s Andrew Ross Sorkin at the DealBook Summit. Source: CNBC.com… Read more »
Wharton Professor Jeremy Siegel says stocks will soar 20% next year as inflation fades—but legendary investor Bill Ackman says not so fast
Description: In boardrooms at Fortune 500 companies, at swanky Wall Street bars, and in the halls of business schools across the country, there’s been a consistent debate over “what’s next?” for U.S. inflation over the past year. Source: Yahoo.Finance.com Date: Nov 22, 2022 Link: https://finance.yahoo.com/news/wharton-professor-jeremy-siegel-says-204143788.html Questions for discussion: Why is inflation so important to understanding predictions about… Read more »
Disney board reached out to Iger on Friday following concerns over earnings
Description: Disneys board reached out to Bob Iger on Friday, without any other serious candidates in mind to replace Bob Chapek as CEO, CNBC’s David Faber reported Monday, citing sources. Source: CNBC.com – video report Date: Nov 21, 2022 Link: https://www.cnbc.com/2022/11/21/disney-board-reached-out-to-iger-friday-after-concerns-over-earnings.html Questions for discussion: Why did the board of directors make this decision? Why do… Read more »
