January 19, 2022 – Boyd Watterson

Market signal strength has moved from the fastest growing and most speculative areas to more defensive ones, suggesting that the rate of change for economic growth and inflation will likely slow in 2022.

January 19, 2022Rank Dawson, CFA, FDPWeekly Market Minute

Market signal strength trends tend to move away from cyclical/speculative factors and towards higher quality/defensive factors as the economic cycle slows. Our view continues to be that the rate of change for economic growth and inflation will likely slow in 2022, leading to a continued strengthening in market signals for defensive areas. Some of the...

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Market signal strength has moved from the fastest growing and most speculative areas to more defensive ones, suggesting that the rate of change for economic growth and inflation will likely slow in 2022.