Concerns of a Financial Crisis, Recession & the Fed Addressing Run-Away Inflation | Alpha Insights
Broadcast on: April 5, 2022
Duration: 34:03
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- Liquidity Risk Model triggered a negative signal for the first time since 2008.
- Technicals sit 51/49 odds favoring the Bull case.
- Value still favored overgrowth.
- Fed now turning their full attention toward curbing run-away inflation, as the 10-2 yield spread has already inverted and the market has become concerned again about the potential for a recession.
- Energy dominates the sector rotation, with top actionable ideas: Bullish Walmart (WMT) and Bearish JD.com (JD).
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Jeffrey Huge, Alpha Insights,
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Mehdi Sunderji, Director, OETV
