China could sell its holdings of Treasuries, potentially leading to higher U.S. rates.
Author: egpwm-dev
Economic data received over the first week of May indicated steady economic growth with only marginal risk of overheating.”
The May through October period has historically been the weakest six months for equities.
“May√¢‚Ǩ‚Ñ¢s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one of the most widely cited stock market clich√ɬ©s in history: √¢‚Ǩ≈ìSell in May and go away.√¢‚Ǩ¬ù
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“The economy posted solid first quarter growth of 2.3% in the face of seasonal headwinds.”
We make the case that stock valuations are reasonable when considering interest rates and inflation.
The yield curve has continued to flatten; however, because rates are rising simultaneously, it is a less ominous indicator for the economy relative to if yields were falling.
There are several market myths related to certain market indicators which have the tendency to distract investors from what really matters in assessing market opportunities.
“Based on our analysis, the Beige Book continues to deliver a positive view of the U.S. economy.”
