White House delay on some new tariffs doesn’t convince analysts that peace is at hand.
Bad things tend to happen this month, which tank the market, LPL’s Detrick warns.
The market thinks the trade war will ax demand, which is pretty good now.
CME futures overwhelmingly indicate a further dip will come in September.
As it lowers a key rate by a quarter point, doubts crop up that the Fed lacks the oomph of old.
Then, the 3-month Treasury could dip below the 10-year, and dispel this dreaded recession portent.
A 7% rise in liabilities offset a 4% gain in assets during Q2.
Alan Greenspan and others say it’s for insurance, just in case things go wrong.
Prophetic on Lehman in ’08, hedge fund operator claims rating agencies go too easy on debt-laden companies.
So says UBS’s chief, as the Fed, the ECB, and other central banks eye easing.
As the trade war winds on with no end in sight, companies are not waiting around to see what happens, BlackRock chief finds.
Mortgage rates are on the way down, which should boost affordability and home building starts.
The hedge fund kingpin says the allure of stocks will wane.