TQI wishes you A Merry Christmas and A Happy New Year!
TQI wishes you A Merry Christmas and A Happy New Year!
No newsletter this week!
Dear reader,
I want to apprise you that you won’t be receiving TQI’s weekly newsletter on 26th December as I will be out of office celebrating Christmas with my family. The 10th edition of the TQI weekly newsletter will be delivered on 2nd January 2023. Wishing you and your family Happy Holidays!
For those interested in reading the research notes I published this week, please find the links to my articles below.
My Commentary on Market Close on Dec 21,2022:
“Nike's results showcased that premium consumers are still in good shape, which is obviously bullish for the overall consumer demand picture. The market sentiment had gotten very negative after four straight negative sessions in the aftermath of December's FOMC meeting, and today's jump in equities provides some needed respite. With the Fed tightening aggressively into a deeply inverted yield curve, a richly valued equity market faces the double whammy of a multiple contraction and earnings recession in 2023. Hence, we expect to see more volatile moves in the equity markets in upcoming weeks."
Warm Regards
On Behalf of The Quantamental Investment Group LLC