What It Would Take for Powell to Get His Soft Landing
Former New York Fed head Dudley thinks the central bank’s quest is doomed. Is he right?
Risk
Maybe an Inverted Yield Curve Isn’t an Ill Portent
The Fed has distorted the Treasury landscape, says a Bernstein savant. Without its bond buying, the 10-year would be yielding 3.7%.
Food Inflation Is Bad, but Should Level Off Near-Term, Says Shepherdson
Agricultural price rises are nothing like oil’s, reasons the Pantheon Macro economist.
Jobless Claims Shrink Amid Labor Shortages, but Market Shrugs
Powell charges that the tight employment situation is ‘unhealthy.’
Investing in War-Leery European Stocks ‘Makes Sense,” Yardeni Says
The Ukraine problem has pulled down stocks on the Continent more than in the U.S.
What Big Inflows into an ETF Tell Us About Bonds
Yes, long yields are heading up, and an inverted curve is less likely, say strategists.
Thank You, Fed: Some Bank Stocks Will Do Better Than Others
BofA selects 7 lenders that higher rates should benefit because they are mostly U.S.-centered.
Will the Fed’s Just-Started Tightening Squelch the Stock Market?
Probably not, says LPL’s Detrick, as he trots out some historical precedents.
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
And Now, to Brighten the Gloom, a Bullish Take
Fundstrat’s Tom Lee makes the plucky case for a 20% rally.
Another Inflation Jump Resumes Stocks’ Tumbling Ways
The CPI vaults 7.9% for February, so the S&P 500 returns to retreating.
Are We Reprising the Rotten Aughts Market?
Bespoke wonders if the past has something not so pleasant to teach us.
New York Common, NYCERS, and Penn SERS to Divest Russian Investments
The public pension funds join a growing number of institutional investors pulling their money out of Russia.
Kentucky Teachers’ Pension Loses $3 Million After Selling Russian Investments
Other pensions around the country are likely facing similar losses.
Russia Bombed the Largest Nuclear Power Plant in Ukraine. Here’s How That’s Affecting Energy Stocks
Nuclear-related stocks are already seeing a dip.