US Equity Strategy

Strategy Report

What Is Next For US Equities? They Will Be Fat And Flat

30 May 2022

by Irene Tunkel, Chief Strategist

BCA Research | US Equity Strategy

US Equity Strategy and Equity Analyzer.

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Contents

Executive Summary / Insight
Monetary Tightening Is Probably Priced In
Worries About Economic Growth Are Starting To Dominate The Market Narrative
Thunder Clouds On The Horizon
Economic Growth Surprises To The Downside
Earnings Growth Expectation Have Gotta Come Down
Will US Consumers Save The Day?
Inflation Will Turn: Too Little, Too Late
The Fed “Put” Is No More
Investment Implications
Bottom Line
Recommended Allocation: Addendum

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Topics covered

Valuations Bear/Bull Market Consumer Economic Growth Economy Financial Markets Inflation/Deflation Developed Countries United States Equities