Do Stock Buybacks Really Shrink Capital Spending?
Thanks to soaring corporate cash, capex has improved lately, but share repurchases still overshadow it.
Search results for: Federal Reserve
Newsmakers
Wisconsin State Pension Fund Returns 16.89% in 2021
The fully funded state pension system surpassed its benchmark to increase its trust funds’ combined asset value to more than $147 billion.
Newsmakers
Wall Street Tonic: Russia Claims It Is Withdrawing Some Military Units
The prospect of de-escalation from the Ukraine border, as yet unproven, buoys stocks.
Asset Allocation
The 10-Year Will Hit 2.5% This Year, and Maybe 3%, Per Gundlach
The Bond King sees rising rates (belatedly) helping to fuel the benchmark Treasury yield’s advance.
Risk
How to Rate-Hike Proof Your Portfolio, Per Northern Trust
The firm’s remedy: Go for junk bonds and natural resources stocks, as the Fed tightens.
Risk
Black Gold Indeed: Oil Finally Seems Poised to Hit $100
Restrained supply and ravenous demand likely will return it to three figures, says Canaccord.
Risk
Spreads Are Narrowing: Could We Get (Gulp) an Inverted Yield Curve?
With short rates climbing faster than long ones, this recession harbinger isn’t out of the question.
Regulation
10-Year Treasury Yield Moves Higher
The benchmark nears 2% amid coming Fed hikes and surging inflation.
Risk
Stop Buying on the Dips, Says Evercore—It’s Not Safe
The market has more to fall, so investing now makes no sense, according to the firm’s technical analyst, Rich Ross.
Risk
Why the 2022 Market Might Be Low-Growth
Economist Hugh Johnson and Goldman’s David Kostin sketch out a muted year in the mid-single digits.
Risk
Stock Market’s Lousy January Gets Year Off to a Blah Start
S&P 500 has its worst returns since ill-starred March 2020.
Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Newsmakers
El-Erian: Fed’s Powell Is Keeping Investors in the Dark
The chair of the central bank missed his chance to clarify its tightening plans, an economist laments.
What Makes the Yale Model of Investing So Successful?
The heavy focus on alternatives is just one piece of the picture.
Asset Allocation
Private Equity Has Been the Can’t-Miss Investment
The results are stunning, but some challenges confront the popular alt.