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Latest HL 364 published Oct 21, 2024. Not all sections of Blog are on first page. Click OLDER POSTS to view additional newsletter sections. For PDF version and all archived list CLICK HERE. Look for next issue soon!

Airlines news

Tuesday, August 29, 2023

Finance - HL 352 (3)

Helpful miscellaneous articles regarding our retirement plan and planning.  Like you, I review my retirement nestegg and plan from time to time.  Recently, I went though some continued education for some credentials I maintain and it occurred to me that we all could use a review about these issues.  So with your help, we will share and post articles and info that may be helpful and of interest to many of you in this section.

July was a rosy month. So rosy that the FED pushed off recession fears to a “soft landing”, however, August has soured.  Much less consumer confidence, Job openings not so hot, and Jerome Powell is hiding behind the curtain.  We do not need happy talk but real analysis and solid predictions of what we are facing. Here are 3 articles that pour a little water on the exuberant forecasts we have been hearing all through August. 

U.S. consumer confidence retreats markedly in August, close to levels signaling recession

Provided by Dow Jones

By Greg Robb

Drop to 106.1 erases gains in past two months

The numbers: The index of U.S. consumer confidence dipped to 106.1 in August from a revised 114 in the prior month, the Conference Board said Tuesday.

Economists polled by The Wall Street Journal had forecast a modest pullback to 116 from the initial reading of 117, which was the highest level in two years.

The revised July reading was the highest since December 2021.

Key details: Part of the survey that tracks how consumers feel about current economic conditions fell to 114.8 this month from 153 in July.

Read More: https://www.morningstar.com/news/marketwatch/20230829213/us-consumer-confidence-retreats-markedly-in-august-close-to-levels-signaling-recession

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3 Risks That Could Derail U.S. Stocks

Apr 18, 2023

Cracks in the labor market, worsening business conditions and weak corporate earnings bode ill for equities.

Author

Lisa Shalett

Key Takeaways

·          U.S. stock investors appear overly optimistic about the health of the economy and corporate earnings.

·          Signs of weakness in the labor market, deteriorating business conditions and lower earnings estimates are causes for concern.

·          Investors should focus on income and yield opportunities.

With stocks continuing to post gains into the second quarter—marked by an 8% rise in the S&P 500 Index this year—bullish equity investors appear full of optimism. They seem to believe that inflation has been tamed, the Federal Reserve is nearly done raising interest rates and will soon begin to cut, and that corporate earnings will be resilient.

 

This rosy outlook underpins today’s very rich equity valuations but likely leaves little room for any “upside,” or the potential for further gains, and more important, may set up equity investors for disappointment.

 

We believe the market’s resilience overlooks the growing risk of an economic recession as the Fed comes to the final stages of its rate-hiking cycle. Here are three risks investors should watch:

 

Read More: https://www.morganstanley.com/ideas/recession-risk-grows-Q1-2023-earnings-weakness

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13 Steps to Recession-Proofing Your Finances

By Ariela, Facty Staff

Maintaining your finances can be an overwhelming business. Most of the time, everyday expenses, work, and family obligations command our attention, but it's important to also spend time on a financial plan for the long term. Few circumstances prove this fact better than an economic recession. Defined as a period of reduced economic activity, a slump in the economy could mean reduced wages, layoffs and financial hardship for millions of Americans. Don't rely on luck for financial stability. Recession-proof your finances today to ensure you survive the next economic downturn.

Read More: https://facty.com/network/answers/things/13-steps-to-recession-proofing-your-finances/?style=quick&adid=430023728389&ad_group_id=100760712620

 

 

 (As with any of these informative articles, anyone who needs someone to talk to about

this very subject contact me and I can direct you to a knowledgeable advisor).



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