War Room: Peak Inflation
The Orion blog post "War Room: Peak Inflation" dated July 26, 2022, discusses the possibility that peak inflation has occurred amid a likely technical recession, noting that earnings remain strong, commodity prices are falling, and housing markets are stabilizing, suggesting that Federal Reserve's aggressive interest rate hikes are effective and may soon pause, with equities potentially having bottomed at 3666, as explored in an upcoming discussion with Phillip Toews, CEO of Toews Asset Management.
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War Room: Peak Inflation
Advisor Tech
July 26, 2022
July 26, 2022 05:28 AM
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Sure we’ve probably got a technical recession. But so what? Earnings are doing just fine, commodities are falling and housing is no longer crazy. The Fed shock therapy seems to be working, and other central banks are following suit.
- Did peak inflation happen?
- Will the Fed hawkishness stop now?
- Did equities bottom at 3666?
We will update our Inflation scenario, and chat with Phillip Toews, CEO and Lead PM at Toews Asset Management, in the next Orion War Room.
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