Market Drivers in 2024: The Magnificent Seven? Something Else?
The mega-cap tech giants appear invincible. But things always change in the market.
Search results for: Federal Reserve
Market Moves
What Will Challenge Investment Returns in 2024?
There are factors to watch that could derail or boost the markets this year.
Market Moves
Bob Doll’s 2023 Predictions Underperformed
The Wall Street heavyweight’s forecast did not live up to his three-decade record, as a widely predicted recession did not materialize.
Regulation
SEC Finalizes Treasury Clearing Rule
The rule requires most secondary transactions to be centrally cleared by June 2026.
Risk
What If Inflation Is Stuck at 3%, Derailing Fed Reductions?
The central bank wants the price index growth to ratchet down to 2%.
Risk
The Bear POV: Amid All the Good Feelings, What Could Go Wrong?
The S&P 500 is nearing its peak, but here is the case made by several prominent Wall Street seers for why things can go awry.
Asset Allocation
Long-Duration Corporates Will Pay Off When Fed Eases, Janus Henderson Says
Buying the bonds now is a good arb play amid talk of lower rates in 2024, the firm believes.
Asset Allocation
Why Small-Caps May Finally Bust Out of Their Torpid State
Lower rates, domestic orientations and history could produce a turnaround, Lazard says.
Research
When Will Interest Rates Fall and by How Much?
UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.
Newsmakers
Norges Bank, AP7 Named Co-Lead Plaintiffs in Silicon Valley Bank Lawsuit
The institutional investors lost a combined total of nearly $162 million from investments in the bank’s holding company, SVB Financial Group.