How Fed Tapering Will Slam Bond Buyers
No more bond buying, plus the government’s dwindling cash reservoir, will bring pain, says Natixis’ Lavorgna.
Economy
Op-Ed: The Green Gambit—Investing for Corporate Strategic Advantage in the Post-COVID-19 World
Alan Martinovich, with global management consultancy Arthur D. Little, says now is the time to make intentional moves that will drive green transformation.
House Considers Auto-Enrollment Legislation
The proposed bill would require nearly all US companies to enroll workers in a retirement plan.
Why Wall Street Is Eyeing a Correction Coming Soon
Numerous strategists think things are getting dicey as we enter stocks’ lousiest month historically.
The Amazing 10-Year Treasury and Its Slow-Motion Future
Why the benchmark bond is expected to rise, but at a sluggish pace.
Union Threatens Strike Over Cuts at UK’s Largest Pension
The University and College Union says industrial action is now ‘inevitable.’
How to Make Money Investing in China, Crackdown Be Damned
The Beijing regime’s actions actually offer opportunities, argues EM ace Mark Mobius.
The Federal Reserve Is Foot-Dragging on the Digital Dollar, Yardeni Complains
A Fed-sponsored cyber-buck is needed to keep up with consumer finance trends, replacing fee-laden credit cards, the economist says.
Record Returns Spur NY to Cut Assumed Return Rate to Below 6%
Employer contributions are also being reduced, while COLAs will be increased.
Richard Nixon Is the Father of Cryptocurrency, Says BTIG
The 37th president planted the seeds that grew into Bitcoin and its ilk today, the investment house explains.
The Inflation Threat Is Hooey, Even as Money Supply Climbs, Says Savant
Sure, the Fed has created more dollars, but that doesn’t mean they’ll lead to a price spiral, argues David Waddell.
Apollo Might Launch $500 Million SPAC Fund
The private equity firm reportedly will use the investment vehicle to buy stakes in IPOs and founders’ shares.
No Need for Taper Trepidation for the Stock Market
The situation now is less fraught than during the 2013 tantrum, argues UBS’s Mark Haefele.
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.