The market pops up in early trading, on news of 6.9% 4Q growth.
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Monday’s brief turnaround only shows that turbulence will keep doing harm, says Bespoke.
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
The noted seer has some refuge investment ideas. Hint: not US stocks.
The turnaround from January’s downdraft comes in spite of rising interest rates, a powerful depressant.
Ned Davis thinks profit growth will come in way south of what the market expects.
Stock and bond prices slump, with the 10-year Treasury yield rising to 1.85%.
Hint: Not TIPS, which the Wharton prof terms ineffectual.
Time was that high price gains slammed stocks. Why not now? The ‘transitory’ narrative lives.
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
Puerto Rico ERS’ collapse could have been avoided, an industry expert says.
Natixis’ Lavorgna says people’s current high outlays can’t stay that way for long.
The Crossmark CIO sees a more challenging year ahead, and reviews his hits and misses from 2021.
Increasing funding levels are expected to spur another big year for pension risk transfers.