As Q1 comes to a close (3/31), it’s time to look ahead to Q2 and the second BTWM Virtual Lunch Webinar of the year.
What We’ll Discuss: The Glass is Half Full
“We go from hyperfocus on inflation to being concerned about a sluggish economy, but we’re not there yet.”
Let’s first take a quick look back at Q1. inflation was higher than expected in January, however, the market was unusually optimistic.
So what does this mean for Q2 and the rest of the year? The downside of this promising run is that there’s little upside for the rest of the year if we’re to believe most projections. With the Fed continuing to raise rates, we are likely to continue taking one step forward and one step back until rates are cut. Unfortunately, rate cuts don’t appear to be coming in 2023.
But I still see a glass that’s half full because of what might be coming in 2024. When we begin to see rate cuts and switch from prohibitive policies to policies that assist with expansion, we could see new records in the market next year. Until then, the market may be a little sluggish.
Subjects we’ll cover in the Q2 BTWM Virtual Lunch Webinar include:
- JPMorgan Guide to the Markets
- The importance of patience
- Why not to sleep on covered calls
- Focusing on what you can control
- Managing cash flow
- The potential of emerging markets
- Why investing in great companies is still fashionable
- Q&A
When?
The Q2 BTWM Virtual Webinar will take place on Thursday, May 11, at 12PM Central.
How to Join
Join us virtually for the BTWM Q4 Virtual Lunch Webinar on 5/11. No RSVP is required, and the event is cost-free. The stream is accessible from any device, and you can join by clicking here: https://www.gotomeet.me/RyanOConnell-BTWM, or by calling (669) 224-3413 and using access code 902-937-309.