July 15, 2022
Strategy Newsletter – 3rd Quarter 2022
Take a snapshot look at the economy in Marcum’s Strategy Newsletter. In this newsletter, we provide high level analysis of key factors affecting markets including equity, fixed income and real estate. With accompanying graphs and metrics, this newsletter is a great way to stay informed on the latest market trends.
In This Edition:
- Leading economic indicators are slowing while inflation remains hot.
- International equities along with small caps have historically low valuations.
- The bond market disagrees with the Fed’s interest rate hiking plans.
- The winners and losers in commercial real estate separate with pricing power.