Back in Correction? |Recession? | Atlanta FED GDP Now | S&P 500 Index Year End Target Update | 1 YR Stock Market Expectations Plummet | Implied Volatility
By Derek Moore
Show Summary:
Derek Moore reviews two paths for market post -10% correction with and without a recession. Plus, talking through the difference between expectations miss vs the actual data through the lens of YoY PCE Core Inflation. Later, confidence in the stock market plummeted. Oh, and like clockwork, the first investment bank lowered its year end S&P 500 Index price target and 12-month forward earnings outlook. Are more coming? And what is going on with the Atlanta Fed GDP now model? Tune in for this and more this week.
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Topics Include:
- Recession or not in next year may determine market returns from here
- Inflation Head Fake but everyone worries
- S&P 500 Index Year End Target Update as Barclays lowers EPS and price targets
- 1 YR Stock Market Expectations Plummet over the last 2 months, largest in 40 years
- Implied Volatility pointing to 1.5% 1 standard deviation daily moves in S&P 500
- Market sentiment is in the dumpster but is it too much given where markets are?
- Markets got back down to over -9% pullback from all-time high
Jay Pestrichelli’s book Buy and Hedge
Derek’s new book on public speaking Effortless Public Speaking
Derek Moore’s book Broken Pie Chart
Contact Derek
Last Week’s Episode:
Max Bearishness at a Bottom? | VIX Curve Inversion | Nvidia Rallies | Dollar Problem Solved? | Fear and Greed Index | Consumer Sentiment Indicator is Worthless
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