Growth Fears are Spreading within the Market [VIDEO]

Jordi Visser

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In this latest installment of Real-Time with Jordi Visser, Jordi gives an update on the markets and some new signals indicating growth fears are spreading into other areas of the market. One area includes inflation-related indicators, which remained strong until recently. In the coming months, he expects growth to come down, rates to follow, and bottlenecks to ease. As Jordi delves into various market indicators, he outlines why it is important for 10-year yields to stop moving higher while China is slowing down due to COVID lockdowns. Jordi asserts that China's COVID response policy and monetary action from Chinese central banks will be critical to watch in the coming weeks.

 
 
 
Real-Time with Jordi Visser
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Some key takeaways from this discussion include:

  • The ratio between stock earnings yield and bond yields is at a similar place to where it was ahead of quantitative easing.
  • Supply chain relief and movement will allow inflation numbers to start coming down as we begin to see inventory levels rebuild.
  • We believe the automobile and homebuilder sectors will pick up during the second half of the year after the China lockdowns ease.
  • Recent market panic has again been led by technology.  

Finally, Jordi asserts his position that in order for a recession to take place, oil would have to spike higher, or the Fed would need to raise rates faster than what the market currently has priced in.

About these videos: Our market videos seek to provide a data-focused interpretation of the market's most critical developments. Real-Time with Jordi Visser is a recurring series produced by our President and CIO based on his macro views. The purpose of his series is to isolate macroeconomic indicators (“green marbles”) that are telling the true story of the market, rather than relying on the narratives or stories often portrayed as news. Jordi is a unique thinker and tends to publish these videos during market dislocations/regime shifts when he sees areas where his views differ from consensus sentiment.

Important disclosures: Disclosures: This content (the "Insights Page") is provided by Weiss Multi-Strategy Advisers LLC ("Weiss"). The views expressed on the Insights Page are for informational purposes only and are subject to change without notice. Information on the Insights Page has been developed internally and is based on market conditions as of the date of the original post on the Insights Page from sources believed to be reliable. Nothing on the Insights Page should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to buy or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. Please consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked on the Insights Page. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement or ongoing monitoring by Weiss of any hyperlinked site. Investing in securities is speculative and involves substantial risk of loss.
Important disclosures: Disclosures: This content (the "Insights Page") is provided by Weiss Multi-Strategy Advisers LLC ("Weiss"). The views expressed on the Insights Page are for informational purposes only and are subject to change without notice. Information on the Insights Page has been developed internally and is based on market conditions as of the date of the original post on the Insights Page from sources believed to be reliable. Nothing on the Insights Page should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to buy or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. Please consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked on the Insights Page. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement or ongoing monitoring by Weiss of any hyperlinked site. Investing in securities is speculative and involves substantial risk of loss.