This month, Jason Weaver discusses flattening yield curve, dividends and earnings.
Flattening Yield Curve
Happens when ST and LT bonds of the same credit quality see no discernible change in rates
Typically, an indication that investors are worried about the macroeconomic outlook
Aggressive FED has caused most recent flattening
Dividends
Dividend paying stocks act as a good hedge to inflation
Real return in the short term
Stocks that were tilted toward value or dividends did the best job at mitigating downside for Q1 2022
Earnings
Earnings in 2022 are expected to be 9-10% higher than 2021
SPX Revenue Growth 9.3%
Company & Sector Specific
