{"id":90433,"date":"2023-02-13T19:39:36","date_gmt":"2023-02-13T19:39:36","guid":{"rendered":"https:\/\/funds.palos.ca\/issue-6-pondering-the-feds-rate-path-winning-the-inflation-war\/"},"modified":"2023-02-13T19:40:03","modified_gmt":"2023-02-13T19:40:03","slug":"issue-6-pondering-the-feds-rate-path-winning-the-inflation-war","status":"publish","type":"post","link":"https:\/\/funds.palos.ca\/fr\/issue-6-pondering-the-feds-rate-path-winning-the-inflation-war\/","title":{"rendered":"Issue 6 &#8211; Pondering the Fed\u2019s Rate Path: Winning the Inflation War"},"content":{"rendered":"<p>Traders should have been happy with this week&rsquo;s reprieve of top-tier economic data. Unfortunately, they were busy interpreting a cacophony of Fedspeaks, which led to a sharp increase in bond yields pushing the S&amp;P 500 down 46 points or 1.1% to 4090. Fourth Quarter S&amp;P 500 earnings per share are uneven but decreased only 2.9% from the same period a year earlier compared to a year-over-year 12% decline for the broad benchmark. It may account for the reason why 4Q22 EPS misses are not heavily punished. \u201cOf the 345 companies that have reported so far, overall earnings results are beating estimates by a median of 6%, and 69% of those reporting are beating estimates\u201d says Tom Lee.<\/p>\n<p>&nbsp;<\/p>\n<p>Follow us on: <a href=\"https:\/\/www.linkedin.com\/company\/palos-management-inc.\/\"><strong>LinkedIn<\/strong><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">By Hubert Marleau<\/span><\/p>\n<p><strong><span style=\"color: #000080;\"><a style=\"color: #000080;\" href=\"https:\/\/funds.palos.ca\/wp-content\/uploads\/2023\/02\/Macro_View_021323.pdf\">Continue Reading in PDF<\/a><\/span><\/strong><\/p>\n<p><span style=\"color: #000000;\">By Hubert Marleau<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Traders should have been happy with this week&rsquo;s reprieve of top-tier economic data. Unfortunately, they were busy interpreting a cacophony of Fedspeaks, which led to a sharp increase in bond yields pushing the S&amp;P 500 down 46 points or 1.1% to 4090. Fourth Quarter S&amp;P 500 earnings per share are uneven but decreased only 2.9% &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/funds.palos.ca\/fr\/issue-6-pondering-the-feds-rate-path-winning-the-inflation-war\/\"> <span class=\"screen-reader-text\">Issue 6 &#8211; Pondering the Fed\u2019s Rate Path: Winning the Inflation War<\/span> Lire la suite\u00a0\u00bb<\/a><\/p>\n","protected":false},"author":11,"featured_media":90425,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[31],"tags":[],"_links":{"self":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/90433"}],"collection":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/comments?post=90433"}],"version-history":[{"count":0,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/90433\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media\/90425"}],"wp:attachment":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media?parent=90433"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/categories?post=90433"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/tags?post=90433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}