Wild market swings after the Fed meeting appear to show investors have yet to find a direction. While there has been widespread relief following Chair Powell’s pushback against 75 basis point hikes, the Fed’s willingness to go above neutral to tame inflation continues to have an outsized impact on growth stocks, which have long been investor – particularly retail – favorites.
Inflation data, going forward, is likely to remain the focus of both investors and policymakers, and upcoming readings are expected to give a sense of whether the Fed’s policy decisions are effective. The next CPI number – however – is from April, and will thus have to be taken with a grain of salt as it is a laggard indicator.
While financial markets have had plenty of time to price in the ongoing war in Europe, new developments around potential additional energy sanctions and talks of an escalation – conventional or nuclear – are adding uncertainty, which is making investors think twice. A negotiated truce may potentially offer more clarity as to how large is the war-driven equity risk premium, but negotiations are currently stalled and appear unlikely to resume soon.
In addition, investors are now increasingly worried about China, where the government just ordered a widespread harsh lockdown in Beijing, with Shanghai yet to recover from a month-long series of mobility restrictions. With industrial production set to slow down in April – according to Goldman Sachs – credit growth appears to be the only factor supporting economic growth, which may potentially exacerbate the private sector’s leverage issues.
Yieldstreet’s weekly launches included an equity real estate investment in an industrial complex – as we believe commercial real estate has additional upside potential – as well as a new supply chain finance opportunity.
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