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This week ahead from John Hancock

This week ahead from

J.P. Morgan Insights - Weekly Market Recap Browse our Weekly Market Recap for a summary of the latest U.S. stock market headlines and insights, including an update on the S&P 500 returns.

This week ahead and last week’s recap. Repost from and

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

What to Expect in the Markets Next Week Coming up next week: CPI inflation update, financial sector earnings, consumer sentiment

Change Remains the One Constant in Investing A look back at a volatile year and why diversification is key to a long-term financial plan.

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

What to Expect in the Markets Next Week Coming up next week: a holiday-shortened trading week with the potential for a Santa Claus rally.

Hawkish Tone Sends Stocks Lower The Federal Reserve Board’s hawkish tone on rates overshadows improving inflationary data. See our take in this week’s Northwestern Mutual Market Commentary.

See you in 2023 🎄 🎊

What a Slowing Economy May Look Like Going Forward Investors have begun to consider what a recession may look like if the Federal Reserve continues to raise rates. Read more in this week’s Northwestern Mutual Market Commentary.

The March to Lower Inflation Continues Investors shrugged off a strong jobs report and sent the major indices higher for the week. Read more in this week’s Northwestern Mutual Market Commentary.

From . The S&P 500 has closed above its 200-day moving average for the first time in over 7 months.

During the prior 13 times it sat below this trend line for over 6 months since the 50’s, it only moved to new lows once.

The Impact of Money Supply on Inflation A record increase in money supply helped stoke inflation pressures. Read why that may be about to change in this week’s Northwestern Mutual Market Commentary.

Happy Thanksgiving 🦃

Upstream Cost Pressures Begin to Ease Input costs for businesses suggest future easing of inflation pressures for consumers. Read more in this week’s Northwestern Mutual Market Commentary.

Is This Just the Beginning for Falling Inflation? Months of easing cost pressures are beginning to show up in lagging measures of inflation.

Michael Cembalest with J.P. Morgan recently shared this data showing the consistancy of recessions and bear markets since the 1950’s. The stock market bottoms before the rest of the economy during a recession in every instance in that period except for the dotcom collapse (see charts below). If the current market is anything like the prior drops, the bottom will occur before upcoming negative earnings news, GDP and payrolls.



https://privatebank.jpmorgan.com/gl/en/insights/investing/eotm/reruns

There’s Never a Good Time to Call a Market Bottom We look at the perils of trying to time the market and why we remain convinced inflation is set to drop.

This is an amazing data set.

There have been 18 midterm election cycles since 1950 and in the 12 months following each of them, the stock market has generated positive returns.

https://www.northwesternmutual.com/life-and-money/investors-focus-on-jobs-as-economy-slows-further/

Mixed Data Make for a Volatile Week We take a closer look at the latest employment numbers and how the job market may influence the Federal Reserve’s thinking on rates.

Gold YTD with high inflation. and

https://www.northwesternmutual.com/life-and-money/hot-inflation-reading-throws-cold-water-on-markets/

CPI: The Latest Bump on a Rough Road We examine the latest Inflation data in the context of a broader economic picture and discuss where the Fed may go from here in our Weekly Market Commentary.

From showing international vs. US revenue breakdown from S&P 500 Companies link:https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_091622A.pdf

Strong Jobs Numbers Bring Out the Bears While hot headline employment numbers poured more cold water on Wall Street, there are signs the job market may be cooling.

Hawkish Comments Overshadow Promising Data While markets dropped after tough talk from Fed Chairman Jerome Powell, economic data continue to point to declining inflationary pressures.

Market bottom has arrived as inflation peaks, says Northwestern's Brent Schutte Brent Schutte, Northwestern Mutual Wealth Management chief investment officer and Ernesto Ramos, Columbia Threadneedle Investments, join Squawk on the Street' to discuss inflation and the markets.

More Evidence of Waning Inflation New economic data point to inflation moving lower. See our take in Northwestern Mutual’s Weekly Market Commentary.

Nice data set from Liz Ann Sonders: “37% of S&P 500 members made new 8-week highs … not largest we’ve seen over past couple years when index was set for stronger gains moving forward, but most since May 2021”
[Past performance is no guarantee of future results]

In case you didn’t see:

“The all items index increased 8.5 percent for the 12 months ending July, a smaller figure than the 9.1- percent increase for the period ending June.”

Rate Hikes Show Progress in Slowing Growth We take a look at how higher rates and a slowing economy are helping in the battle against inflation in Northwestern Mutual’s Weekly Market Commentary.