5 questions investors should be asking themselves after a major theme shift
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The article discusses five questions that investors should be asking themselves after a major theme shift in markets. The first component of the theme shift is sticky inflation, which has been confirmed by the Consumer Price Index (CPI) and Producer Price Index (PPI) coming in above Wall Street estimates. Many companies have reported that margins are being hurt by high levels of inflation. The second component is that the US economy is slowing down, leading to more caution and scrutiny of deals. The overall conclusion is that inflation is on the rise while economic growth is slowing down, and Fed policy is unable to cut rates to support growth acceleration. The article suggests that investors should consider whether this is the start of a market correction, how to prepare their investment portfolios, whether to make drastic changes to their portfolios, how to develop a diversified portfolio that withstands market volatility, and whether the current market reaction is a preview of how the market will react as Election Day gets closer.

#Investing #MarketShift #Inflation #EconomicGrowth #FedPolicy

https://emeatribune.com/5-questions-investors-should-be-asking-themselves-after-a-major-theme-shift-in-markets/