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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