Stocks Struggle in The First Week of the Second Quarter

April 8, 2022

In this strategy briefing…

The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the bond market may have been more correct than some assumed. Of course, ... – The Wall Street DebriefRead more
STRATEGY: Dudley OpEd “If stocks don’t fall, the Fed needs to force them” shook markets Wednesday… are we living in a simulation? Dudley OpEd “If stocks don’t fall, the Fed needs to force them” shook ... – Tom Lee's Equity StrategyRead more
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny ShotsRead more

FS Insight Investment Views

Near Term View: Markets struggled in the face of a flurry of hawkish rhetoric from key Fed officials. Developments in Ukraine continue to imperil global markets. Defensive Sectors did best this week.
‘22 Target: 5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny shots: AAPL, MSFT, AMZN, CSCO, GOOG, QCOM, AVGO, GRMN, TSLA, NVDA, AMD, BF-B, PM, AMT, EXR, CCI, QRVO, PG, MNST, KLAC, VINF, CB, WRB, ALL, DVN, PSX, CVX, CF, XOM, AXP, PYPL
Disclosures (show)

Sign in to read the report!

We have detected you are an active member!

Ray: cfff46-74699f-533082-688c72-29f2fe

Want to receive Regular Market Updates to your Inbox?

I am your default error :)

Events

Trending tickers in our research