Jun 30, 2022
(6/30/22) Markets have chalked up the worst first-half of the
year on record; history shows that stocks tend to do better in the
second-half of the year...outside of a recession. Much of the
recent economic data does not bode well for the economy heading
into July, with the risk of recession increasing by the Fed's rate
hikes and balance sheet reduction. Historically, if a recession
hits, markets dip lower. And even though markets are down this
year, so far, there is still more downside possible. There is also
a strong possibility of a recession in earnings. It all boils down
to earnings, valuations, and adjustments--and earnings have not
been revised down enough to compensate for the risk of an economic
recession. Our advice: Trade carefully, and use rallies to reduce
portfolio risk.
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts,
CIO
Produced by Brent Clanton
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