We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.
FHN Financial Economic Weekly
- Chief Economist Chris Low
- Sophia Kearney-Lederman
- Will Compernole
Forecast Update: Hard Slowdown Risk
If we had to pick one word to describe our new forecast, at least the first couple of quarters, it would be confusion. Supply chains are healing, but they will be snarled again soon by Chinese Covid lockdowns. GDP fell in Q1, appears to be growing now, but could fall again in the second half. This week, we do our best to tease out a forecast from all the moving pieces.
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