This month, Jason Weaver discusses sector outlooks, the Federal Reserve dot plot, and the return to normal.
This month, Jason Weaver discusses pre and post pandemic numbers. He covers interest rates, S&P 500 earnings, and unemployment.
This month, Jason Weaver discusses nominal vs. real rates, inflation and the modern monetary theory (MMT).
This month, Jason Weaver discusses "Slowbalization,” Current Yield, and the Potential Long-Term Effects of COVID.
This month, Jason Weaver covers election history, socially charged elections and election investment implications. History strongly favors the incumbent going back to 1932. An incumbent president has never failed to win re-election unless a recession has occurred during their time in office.
August 2020 – 3 in 3
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This month, Jason Weaver, discusses megatrends, the rules for megatrends and the implications of those today.
This month Jason Weaver covers the greatest stimulus of all time, physical vs digital economy and what is priced in to the market. The Fed's Actions to Date: They have cut interest rates to zero, established quantitative easing unlimited, bought corporate bonds and bought state & local bonds. Government Actions to Date: CARES Act They have made cash payments to individuals, expanded unemployment benefits, no required minimum distributions, PPP loans, loan forbearance and healthcare relief.
This month Jason covers the Anatomy of a Recession, including the three market punches, bottoming process and equity positioning. Arrival of the Coronavirus Cases started appearing in China at the end of 2019. Confirmed cases outside of China began to appear in January 2020. Economic war triggered in March 2020 by Saudi Arabia in response to Russia's refusal to reduce oil production in order to keep prices for oil at moderate level. The US began shutting down non-essential businesses to prevent the spread of COVID. Lack of business activity forced employers to let go/furlough many employees.
The Federal Reserve has taken unprecedented actions to save the economy during the coronavirus crisis. Below is a timeline of the major actions taken in the past 6 weeks. On 3/26, the Government passed a $ 2 trillion Coronavirus response bill intended to speed relief across the American economy known as the CARES Act. There are seven main groups that would see the widest-reaching impacts: individuals, small businesses, big corporations, hospitals and public health, federal safety net, state and local governments, and education.