Financial Decoder

2023 Mid-Year Market Outlook

Jun 26, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Role of Recession in the 2023 Market Outlook
01:40 • 2min
3
The Decline of Leading Economic Indicators
03:12 • 2min
4
The Fed's Threat of a Recession Could Lead to Tighter Lending Standards
05:03 • 2min
5
The Average Performance of the Stock Market Following the Fed's Interest Rate Hikes
07:00 • 2min
6
The Consequences of a Cap Weighted Index
09:08 • 3min
7
The Long and Variable Legs of the Pandemic
11:58 • 3min
8
The Influence of Inflation Rate on Stock Market Values
14:49 • 2min
9
The Effects of Market Sentiment on Investors
16:39 • 2min
10
The Market Outlook for the Second Half of the Year
18:51 • 2min
11
The Slowing Global Economy Is the Root Cause of the Global Recession
20:44 • 2min
12
The Divergence Between Manufacturing Firms and Service Firms
22:36 • 3min
13
The US Economy's Strong Labor Market Could Be on the Rise
25:17 • 2min
14
The Emerging Markets and the Economy
26:53 • 2min
15
The Bull Market in Japan
28:27 • 3min
16
The US-China Relationship and Emerging Markets
31:06 • 2min
17
The Mid-Year Outlook
32:51 • 2min
18
The Trend in the Mid-Year Market Outlook
34:29 • 2min
19
Bonds Are Back
36:23 • 2min
20
The Fed's Expectations for the Rest of the Year
37:58 • 2min
21
Holding Is Tightening: Why It Matters to Bond Investors
39:31 • 2min
22
How to Prepare for the Second Half of 2018 and Beyond
41:13 • 2min
23
The Impact of the Debt Ceiling on Investors
43:01 • 2min
24
The Debt Ceiling Deal Is Just Off the Table Until Mid 2025
44:34 • 2min
25
The House Republicans' Frustration With the Debt Ceiling Deal
47:01 • 2min
26
The SEC's Overlook of Cryptocurrencies
48:44 • 2min
27
The SEC Proposed Four Rules for the Stock Market
50:21 • 3min
28
The Controversy About Catch-Up Contributions
52:56 • 2min
29
Schwab's 2023 Forecasts
54:31 • 3min