Pensions
What Do Pension Funds Worry Over Most?
NEPC survey says they are leery of rising interest rates, the Fed’s ability to handle inflation and profit margins.
Search results for: Federal Reserve
This Decade Will Be a Downer for the Stock Market: Heard That One Before?
Historically, bad news and painful slumps like today’s inspire blah predictions. Funny thing how wrong they’ve been.
Pensions
U.S. Pension Funding Ratios Continue to Increase
Better equity performance and higher interest rates in October contribute to pensions nearing full funding.
Market Moves
Is All the Bad News Priced Into the Stock Market? Nope
A possible trap: With equities on another tear, BCA Research warns that investors really don’t appreciate all that can go wrong.
Risk
Is Wall Street Getting Fooled by a CPI Head Fake?
Thursday’s enormous market runup assumes that inflation is on a downtrend. What if that isn’t so?
Research
Don’t Worry About a Wage-Price Spiral, JPM Says
Despite Fed uneasiness, higher pay isn’t really pushing inflation, per the firm’s David Kelly.
Research
When Will Beaten-Up Real Estate Turn Around?
The easy answer is a rebounding economy. But that’s not the sole factor, a Northern Trust Asset Management study finds.
Risk
So the Fed Will Finish 2022 With a Rate-Hiking Bang, Then Coast, Right?
The futures market expects raises Wednesday and next month, maybe reaching a peak.
Thought Leadership
‘That ’70s Show’?
Is the U.S. poised for runaway inflation? MFS Chief Economist Erik Weisman examines the important similarities and key differences between today and the 1970s.
Risk
Why Bond Liquidity May Be Headed for Trouble
As Yellen warns of problem selling the obligations, fixed-income volatility resembles that of stocks. Other hazards lurk.
Risk
Forget Those Two Down Quarters: Look for a Positive 3Q GDP Number
But economists are gloomy about the U.S. economy, even if things look OK now.
Risk
Have We Hit the Market Bottom? Maybe Not
When even Morgan Stanley’s house bear, Mike Wilson, sounds upbeat, UBS’s Mark Haefele is skeptical.
News
Northern Trust Asset Management adds Veteran Fed Economist to Fixed Income Division
Antulio Bomfim joins the firm in a newly created role as head of the global macro group.
Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
Research
P.E. Deal and Exit Volume Drops in Q3
The number of deals collectively slowed by 20.4% in the third quarter year-over-year, while exits dropped for the third consecutive quarter.