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The Manley Macro Memo
The First Leg of the Bear Market is Over. What Happens Next?
J. Lawrence Manley, CFA
Jun 24
3
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Is the Financial Bear Market in Stocks and Bonds Almost Over?
J. Lawrence Manley, CFA
May 19
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Stocks are overvalued and vulnerable to significant decline as monetary conditions tighten and the bear market accelerates.
J. Lawrence Manley, CFA
Apr 23
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Stocks fell to a nine-month low as Russia invaded Ukraine, and inflation surged to the highest level since January 1982. Stocks are in a bear market and…
J. Lawrence Manley, CFA
Mar 24
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We believe that the risk of a significant market decline is high because of the Fed's monetary mistake, market structure issues, a potential energy…
J. Lawrence Manley, CFA
Feb 22
2
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Currently, the market is in a sharp correction because investors are fearful the Fed is behind the curve and will move aggressively to fight inflation.
J. Lawrence Manley, CFA
Jan 25
2
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Executive Summary · Uncertainty about the Omicron variant and the Fed’s hawkish pivot led to a sharp market decline that began in late November. The…
J. Lawrence Manley, CFA
Dec 23, 2021
2
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In the current inflationary environment, we expect interest rates will rise, and we see a significant opportunity to invest in the value sectors of the…
J. Lawrence Manley, CFA
Oct 29, 2021
2
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Despite a surge in new Covid cases, inflation concerns, supply chain constraints, and labor shortages, the S&P 500 has advanced higher for seven…
J. Lawrence Manley, CFA
Sep 28, 2021
3
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Inflation is Surging, yet Interest Rates are Falling. What is More Important the Fundamentals, or the Liquidity Flows?
J. Lawrence Manley, CFA
Jul 21, 2021
2
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The Fed Admitted That Inflation May Not Be Transitory, but Actions Speak Louder Than Words
Although the S&P 500 reached an all-time high, the major indexes were mixed in May because inflationary concerns tempered investor’s optimism over the…
J. Lawrence Manley, CFA
Jun 24, 2021
2
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The Fed Admitted That Inflation May Not Be Transitory, but Actions Speak Louder Than Words
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Is the Fed Making a Monetary Mistake?
The S&P 500 reached a record high in April due to strong economic data and the Fed's commitment to not remove any of their emergency monetary measures…
J. Lawrence Manley, CFA
May 24, 2021
2
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Is the Fed Making a Monetary Mistake?
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