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Cirrus Market Outlook: Q4 2023 Soft landing and interest rate risk point to a Value tilt.

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Treść dostarczona przez Cirrus Research, LLC, Cirrus Research, and LLC. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Cirrus Research, LLC, Cirrus Research, and LLC lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a fundamental shift away from Growth to Value, a spike in rates is the accelerant to a break in speculative strategies and the turn to a value-sensitive swing.
Learn more: https://bit.ly/3M4Xian
The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

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iconUdostępnij
 
Manage episode 384246345 series 3363536
Treść dostarczona przez Cirrus Research, LLC, Cirrus Research, and LLC. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Cirrus Research, LLC, Cirrus Research, and LLC lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a fundamental shift away from Growth to Value, a spike in rates is the accelerant to a break in speculative strategies and the turn to a value-sensitive swing.
Learn more: https://bit.ly/3M4Xian
The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

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