JHML News and Press, John Hancock Multifactor Large Cap From 06/20/23

2023-06-20 14:19:00 ET Summary The latest rebound in equity prices has pulled the S&P 500 and Canada’s TSX back to levels seen two years ago in June/July 2021. In the real economy, Canada’s Producer Price Index (PPI) for May contracted 6.3% year-over-year and the...

2023-06-13 09:52:00 ET Summary The latest update to the Recession Probability Track shows how it has progressed deeper into a higher probability of recession since our last update a little over six weeks ago. If the Fed follows through on pausing the series of rate hikes it began ...

2023-06-10 05:15:00 ET Summary The percentage of unprofitable companies is increasing due to the Federal Reserve's aggressive hiking cycle, increased labor costs, and elevated inflation. Small- and mid-cap companies have underperformed during economic weakness, but their current v...

2023-06-09 00:26:00 ET Summary US labor market shows signs of deterioration beneath the surface, with a divergence between the establishment and household surveys in the jobs report. Consumption may face headwinds from higher earners losing jobs, tightening lending standards, and ...

2023-06-08 05:30:00 ET Summary Inflation in the United States continues to cool, falling in April 2023 to its lowest level in two years. The long period of sustained low inflation was enabled by globalization, the Internet age, and demographics. U.S. economy is absorbing and r...

2023-06-07 11:40:00 ET Summary Data suggests the US economy is certainly slowing down, but it does not tell us a recession is definitely underway. Recent data has shown a cooling of China’s economic growth, but I believe it’s temporary, and also lopsided. The eur...

2023-06-07 04:00:00 ET Summary We don’t see a high probability of a boom or a bust so long as the Federal Reserve is fighting inflation aggressively. The economy and corporate profits are holding up better than expected. The financial markets aren’t the economy a...

2023-06-07 03:22:56 ET Summary Infrastructure’s focus on cash flows and underlying earnings makes it a prudent investment as economic conditions deteriorate and a recession looms. Dividends from infrastructure assets, unlike most fixed income, act as an inflation hedge due ...

2023-06-06 18:30:00 ET Summary Why employment data is helping to push back the recession scenario. Strong jobs market means rates may not be coming down anytime soon. Why interest rate cuts may not happen until 2024 now. The latest U.S. jobs data showed emplo...

2023-06-06 10:17:00 ET Summary The five most expensive tech companies now make up a record 25.7% of the S&P 500. The tech-centric Nasdaq 100 has risen the most compared to the economically-sensitive Russell 2000 since the stock market peak in March 2000. When rare mania pr...