6.19 The End of Cycle Shock is Here! | Nucleus Investment Insights

Published: May 4, 2023, 5:33 a.m.

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The Q1 earnings season is more than halfway through, and the results are not great. At the headline, a number of the big tech names look better than expected, overshadowing the rest of the market. But once you dig into the earnings for smaller companies, the results are more concerning. The big question is whether this is the start of the major earnings downturn that we have previously discussed or simply a dip?\\n\\nJoin us in this week\\u2019s podcast where Nucleus Wealth\'s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, delve deeply into the matter at hand.\\n

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View the presentation slides

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Agenda: The Fed has finally broken something

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  • Accelerating small bank credit crunch
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  • Past Bear Stearns headed for Lehman
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  • Fed done but will now wait for recession to cut
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  • Second round of banking crisis
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  • Europe and China next
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  • Reporting season - shoe has yet to drop for analyst forecasts
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  • The Australian problem
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To listen in podcast form click\\xa0here

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Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to\\xa0Nucleus Wealth Website.

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The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796

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