
Analysis Topic: Stock & Financial Markets
The analysis published under this topic are as follows.Tuesday, November 30, 2021
Economic and Market Impacts of Omicron Strain Covid 4th Wave / Stock-Markets / Coronavirus 2021
By: Gary_Tanashian
Before this week’s COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term ‘structural’ (as opposed to varying short-term) sentiment risk, we took a look at COVID-19 from a different perspective.
NFTRH 682 discussed the contrary deflationary or dis-inflationary view that could re-set the Fed from its current hawkish pretense. #682 also presented the case for continued inflation. Both macro conditions were covered and will be covered until things shake out one way, the other, or both, or neither (read: Goldilocks) along with strategic stock highlights as they relate to the macro environment and, assuming a stable market over the next several weeks, some seasonal buy opportunities due to tax loss selling.
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