- The U.S. earnings recession should be short-lived
- The Fed is unlikely to pivot to an easier policy this year
- The U.S. dollar’s supremacy is not coming to an end
Over the next few weeks, the exciting professional hockey playoffs will determine this year’s Stanley Cup winner! The NHL’s fast-paced playoff games will be sure to keep fans on edge as momentum constantly changes as players skate to a puck that travels up to 100 mph. And with fans celebrating the 24th anniversary of hockey great Wayne Gretzky’s final NHL game this week, we are reminded that the key to his success was to “skate to where the puck is going to be, not where it’s been.” The same can be said about the keys to success in investing. Getting too caught up in the past or present—where the puck has been—often leads to sub-par results. However, focusing on the future—where the puck is going—can provide a competitive edge. That’s what we aim to do in Investment Strategy, sharing insights on where the economy, markets and earnings are headed so our readers can stay one step ahead in the game.
Bottom Line – Tune Out The Noise And Short-Term Distractions | Year-to-date, the financial markets have oscillated around rapidly changing narratives, making it challenging to navigate the investment landscape. While it's easy to get caught up in the daily headlines, particularly when they are negative, it is important to keep perspective, stay focused on your long-term goals, and keep an eye on the big picture (i.e., where the markets will go). Below are some of our thoughts on where the markets are heading: