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.
Risk
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.
Warning: Tossing Russian Banks From the International System Could Backfire
Credit Suisse says removing the lenders from SWIFT may lead to problems similar to the 2008 and 2020 panics.
No, War Won’t Make the Fed Ease Off Rate Hikes, Says Goldman
Higher inflation will trump any geopolitical problems, the firm believes.
Will the Russian Invasion Hold Back the Fed’s Tightening?
Maybe it won’t jump by 0.5 point. Amid new worries about the world economy, questions swirl about how high the central bank will go.
Why Consumer Confidence Is Dropping (It’s Not Just Inflation)
People think the economy’s big gains are behind us, says Comerica’s top economist.