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05/13/22
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State Of The Markets: May 25, 2022

Posted on 05/31/22
Blue Chip Parnters Webinar - May 25, 2022 - state of the markets
Original Content By Daniel Dusina, Dan Seder, Matthew Mondoux
Daniel Dusina
Daniel Dusina
Director of InvestmentsCFA®
Dan Seder
Dan Seder
Managing DirectorCFA®, CMT, CFP®
Matthew Mondoux
Matthew Mondoux
Senior Financial AdvisorCFA®, CMT, CFP®

May 25, 2022 - Farmington Hills, MI – Blue Chip Partners’ Daniel Dusina, Dan Seder, and Matthew Mondoux discuss current market trends and provide recommendations on how to interpret today’s headlines.

Cracks In The Consumer

Dusina advises that while the cost pressures observed at stalwart retailers sent consumer-oriented stocks spiraling last week, there are broader takeaways than just the hit to profitability. Softer staffing, excess inventory, and a shift in spending all serve as evidence for moderating inflation. Overall health of consumer and corporate balance sheets remain intact, while a lack of visible excesses support only a “mild” recession as a worst-case scenario.

The Stock Market vs. The Market Of Stocks

Headline index figures often hide what is happening beneath the surface. Is it all doom and gloom? Seder discusses the major differences between the stock market and “the market of stocks.”

The Unwinding Of Margin Debt

The unwinding of margin debt has played a role in the selloff, and sentiment has followed. Mondoux walks us through some examples of how margin debt exploded throughout 2020 and 2021. As the cost of borrowing has ticked up, favored names of margin users have seen selling pressure.

If you have any questions about this content, please contact us. We are here to help.

Expressions of opinion are as of 25 May 2022 and are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. There are limitations associated with the use of any method of securities analysis. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. Dividends are not guaranteed and must be approved by the company Board of Directors. Indices are included for informational purposes only; investors cannot invest directly in any index.

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