Stocks and bonds have had a terrible time this year, and many wonder if the worst is over or if the next 12 months will bring more hardship. However, although the economy faces challenges, there are also grounds for optimism. In this episode, we’ll dive into the details of what’s been happening recently in the economy related to stocks and bonds, as well as some suggestions for how you might want to adjust your investment strategy.
Show Notes
[02:55] Long-Term Bond Yields – Grant explains the current state of inflation, and how the long-term bond yield is a good proxy for inflation expectations.
[06:21] Inflation Expectations – Inflation expectations among the general public have decreased. Grant goes into greater depth on inflation expectations, elaborating on the labor market and US unemployment rates.
[09:53] The US Dollar – Grant explains the consequences of the US dollar’s value and strength fluctuations.
[11:36] Oil Prices – Grant discusses whether or not the recent rise in oil prices can be attributed to Opec’s decision to reduce its output.
[14:03] Investing – Grant shares how you can use data to make better decisions about your investments.
[20:17] Valuation Measures – Grant shares some different valuation measures that you should be aware of.
Resources
Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?: seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range
Here’s one key measure of stock performance that suggests the market has already hit a bottom, Leuthold’s Jim Paulsen says: msn.com/en-us/money/markets/heres-one-key-measure-of-stock-performance-that-suggests-the-market-has-already-hit-a-bottom-leutholds-jim-paulsen-says/ar-AA13ktlF