GDP Scores Nice Boost, Defying the Many Pessimists
The market pops up in early trading, on news of 6.9% 4Q growth.
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Today’s Wild Market Volatility Is Bad Signal for Future
Monday’s brief turnaround only shows that turbulence will keep doing harm, says Bespoke.
What’s Next? A Correction, Not a Bear Market, Says Stovall
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Stocks Rise for a Change: Is It Real?
The turnaround from January’s downdraft comes in spite of rising interest rates, a powerful depressant.
What If Earnings Season Turns Out to Be a Bust?
Ned Davis thinks profit growth will come in way south of what the market expects.
Inflation’s Progeny: Another Rotten Day on Wall Street
Stock and bond prices slump, with the 10-year Treasury yield rising to 1.85%.
Jeremy Siegel: What to Buy to Be Insulated From Inflation
Hint: Not TIPS, which the Wharton prof terms ineffectual.
Inflation Soars, but Market Shrugs
Time was that high price gains slammed stocks. Why not now? The ‘transitory’ narrative lives.
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
What Public Pensions Can Learn From Puerto Rico’s Bankruptcy Crisis
Puerto Rico ERS’ collapse could have been avoided, an industry expert says.
Uh-Oh, Consumers’ Confidence Fades, So Their Spending Should, Too, Economist Says
Natixis’ Lavorgna says people’s current high outlays can’t stay that way for long.
Savant Bob Doll’s 10 Predictions for 2022
The Crossmark CIO sees a more challenging year ahead, and reviews his hits and misses from 2021.
US Corporate Pensions’ Funded Status Surges in 2021
Increasing funding levels are expected to spur another big year for pension risk transfers.