Analysts Corner: 11/21/23
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Thanksgiving Dinner Taking a Smaller Bite Out of Budgets
Consumers can expect a more modest increase in Thanksgiving dinner prices for this year’s Turkey Day celebrations. This year’s estimates from the Farm Bureau put the cost of a Thanksgiving dinner for 10 at $61.17, down 4.5% compared to 2022. But that’s still 25% higher than pre-pandemic.
Source: CME Group
Vanguard’s Principles for Investing Success
Investing success can mean different things to different investors. Determining what success means is essential to understanding what path to follow.
Source: Vanguard
Macro Implications of the AI Revolution: Is the Market Right?
Advances in artificial intelligence (AI) could alter the macro environment meaningfully by raising both trend growth and expectations of long-term real interest rates, but by how much and when is far less clear.
Source: Wellington Asset Management
China’s Economic Crossroads: Can Growth Be Revived?
Note: this is a webinar featuring Alpine Macro’s Yan Wang.
Source: Macrobond
De-dollarization Dilemmas
This piece from Invesco explores how, while currencies like the Chinese RMB might continue to gain ground against the USD, the buck likely will remain a preeminent global reserve currency for some time.
Source: Invesco
Why Higher Yields Might Lead to Higher Returns for Retirement Investors
Aliaga-Díaz said. “Retirement investors who might be considering reducing their exposure to bonds because of the pain endured during the recent rise in interest rates might want to reassess their situation, as the benefit of higher rates to retirement portfolios is about to come.”
Source: Vanguard
