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Weekly Chartbook

By: Aaron Lang - Portfolio Analyst

February 8, 2022

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Market Performance (YTD)

Source: YCharts
Disclaimer: Past performance is no guarantee of future performance

The wild ride continues

Especially for some of the big tech stocks who reported earnings

And hawkish central banks remain central to the story

 US rate hike expectations just keep going up

The ECB also becoming unexpectedly more hawkish 

And the US jobs report blew out expectations, likely only furthering reasons for the Fed to be hawkish

So where do we go from here? 

There are a couple different viewpoints.. 

BofA is expecting 7 hikes (!) but also candid about their past hike forecasts..

And here are two good visuals explaining why rate hikes are scaring certain parts of the market 

But widening credit spreads, falling inflation expectations, slowing earnings, and declining PMIs argue the fed will come nowhere near 7 rate hikes

Charts Of The Week

Disclosure

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