Sage Investment Club

Recession is coming but the ISM does not mark the start of it – Wells Fargo

The ISM Service PMI for December released on Friday came in below expectations and triggered fears about a hard landing of the economy. Analysts at Wells Fargo forecast a recession is coming but they point out that this report does not market the start of it.  Key quotes: “One unsettling takeaway from today’s services ISM […]

S&P 500 and Dow Break Higher Despite Strong Recession Signal, Key US Event Risk Ahead

S&P 500, Dow, Volatility, Dollar, Yields, Inflation and Recession Talking Points: The Market Perspective: S&P 500 Bearish Below 3,800; USDCNH Bearish Below 7.0000 The first week of the year registered a 1.5 percent gain for the S&P 500 and -3.0 percent drop from the VIX, lining up to seasonal norms While the market’s sidled higher […]

Why gold prices may be headed for record highs this year

Gold recently climbed to its highest prices in nearly seven months, feeding expectations that the precious metal is on track to notch record highs this year, after closing out 2022 with a modest loss.Gold “noticeably” appreciated by about $200 an ounce from November to the end of last year, and continued that trend in the […]

Fed’s Kashkari backs interest rate hikes ‘at least the next few meetings’

The Federal Reserve should keep raising its policy interest rate until it is confident inflation has peaked and that means interest rate hikes “at least at the next few meetings,” said Minneapolis Fed President Neel Kashkari on Wednesday. In an essay published on his regional bank’s website, Kashkari said that he has projected that the […]