This month Jason Weaver discusses the stay at home bubble, economic slowdown and economic recovery.
STAY AT HOME BUBBLE
The Covid pandemic lockdowns created demand for many “Stay at home” companies
As the world reopens, “stay at home” companies now have excess inventory.
ECONOMIC SLOWDOWN
The Fed has began raising interest rates this year to tame prices and slow the economy
Characteristics of a slowdown
– Higher Unemployment
– Higher Interest Rates
– Housing market slow down
– New business activity order slow down
When you see the economy slow down, you eventually see a recovery.
ECONOMIC RECOVERY
Typically housing market recovers first
New orders will pick up
Corporate profits with grow
Employment will get tight
