PEPT Talk with Elle

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It's Growth, Not Inflation Driving the Markets
Those infuriating prices at the grocery checkout line are lagging indicators and no way to guide a portfolio.
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Lenore Elle Hawkins
Record Market Declines and a Recession Warning
AKA - When is this going to end?
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Lenore Elle Hawkins

May 2022

Equity Markets vs CPI
What the markets are telling you that CPI isn't and what about wages?
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Lenore Elle Hawkins
Volatility is back
And likely here to stay for some time following yesterday's worse-than-expected CPI report that has the market thinking we are in for a more hawkish Fed…
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Lenore Elle Hawkins
Holy Bond Bomb
And when a hawk sounds like a dove
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Lenore Elle Hawkins
Worst April in 50 years
But there is plenty of room for it to get worse
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Lenore Elle Hawkins
2

April 2022

Inflation or Corporate Profits?
C Suite moaning about inflation pressures while profit margins spike
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Lenore Elle Hawkins
Q1 GDP - Not as bad as it looks, yet
A contraction versus expectations for slight growth, but the details are less grim
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Lenore Elle Hawkins
Massive Pain in Tech, But Just Wait!
Highfliers and disruptive tech stocks have been getting killed, but I couldn't be more excited.
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Lenore Elle Hawkins
Welcome
A little bit about me and what I'm doing here
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Lenore Elle Hawkins
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