1. The U.S. recession risks have been a topic of concern in recent weeks due to market sell-offs; 2. Despite the market downturn, economic data does not yet support the narrative of an imminent downturn; 3. Investors are weighing whether the current correction is just a correction or a sign of increasing recession risk.
Recent #Recession news in the semiconductor industry
1. Recession fears have driven stocks down, but the current market fear is overblown; 2. Economic data shows resilience, and blue-chip bargains offer excellent buying opportunities; 3. Smart money is taking advantage of the current market conditions, knowing the bottom could arrive anytime.
1. Global stocks experienced significant declines due to the Bank of Japan's unexpected rate hike and a US labor report indicating a potential recession. 2. The unemployment rate increase triggered recession warnings, leading to a steepening yield curve and falling inflation expectations. 3. Small-cap stocks were heavily impacted as credit spreads widened, signaling a potential unwinding of the equity market bubble.
1. Inflation is decreasing, but a recession is likely before the Federal Reserve cuts interest rates. 2. Investing in AGNC Investment Corp, a mortgage REIT yielding 14.6%, is beneficial during economic downturns and interest rate cuts. 3. AGNC's strategy of investing in agency MBS positions it well for capital gains when the economy recovers.