Documents tagged "Sharmin Mossavar"
Found 2 documents with this tag
HOUSE_OVERSIGHT_026909.txt
The Sunday Night Insight discusses the recent pullback in US equities, which has led to some clients questioning whether this is the beginning of the end of a nearly 10-year bull market. However, the authors argue that this pullback is actually smaller than previous ones and does not necessarily signal an impending recession. They highlight several steady factors, such as economic growth, benign inflation, robust earnings, and low probability of recession, which remain in place despite the unsteady undertow created by trade tensions with China and other geopolitical concerns. Overall, they conclude that the steady factors will likely continue to outweigh the risks posed by the unsteady undertow.
HOUSE_OVERSIGHT_026893.txt
The document is a forwarded message from Judie Taylor to Richard Kahn regarding the recent stock market decline and its implications for investor confidence. The key people in the discussion are Sharmin Mossavar-Rahmani, Brett Nelson, Maziar Minovi, Andrew Dubinsky, Michael Murdoch, and Mary Rich. They are discussing whether the 7.8% intraday peak-to-trough decline in US equities between September 21st and October 11th signifies the beginning of the end of a nearly 10-year bull market or not. The key topics of discussion include economic growth, inflation, earnings, recession probability, geopolitical concerns, and investor confidence.