Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
Search results for: Federal Reserve
Asset Allocation
What Is the 10-Year Treasury’s Falling Yield Telling Us?
Not that a slowing economy is ahead, says BCA Research. The answer, it thinks, is ‘more subtle.’
OK, Why Are Those Jobs Unfilled? Hint: Money
Pandemic-era workers want a lot more pay, a New York Fed poll finds.
Asset Allocation
Taper Timing: Will the Fed Move … in September? December? Next Year?
Wall Street tries to divine when the central bank will start winding down its bond buying.
Asset Allocation
Jerome Powell Won’t Get a 2nd Term as Fed Head, Says JPM Economist
The Democrats’ left wing will want a kindred spirit, rather than the GOP-appointed incumbent, Michael Feroli thinks.
Asset Allocation
Big Tech Is Too Expensive? Don’t Believe It, Says Cooperman
The billionaire investor thinks high P/Es now offer a better deal than in the future, when they’ll rise more.
Sign Up for Our July 20 Webinar on Fixed Income
On Tuesday, four asset allocators—from Santa Clara VTA, International Paper, Colorado PERA, and Minnesota SBI—will share their insights.
Asset Allocation
Why Jeffrey Gundlach Thinks the Dollar Is ‘Doomed’
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Corporate Moves
Kentucky Pension Systems Name New CEOs
John Chilton and Ed Owens III will helm KRS and CERS, respectively.
Sign Up for Our Upcoming Webinar on Fixed Income
Next Tuesday, four asset allocators—from Santa Clara VTA, International Paper, Colorado PERA, and Minnesota SBI—will share their insights.
Research
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Market Moves
Market Killjoys: BlackRock, Goldman, RBC, Morgan Stanley
They all see a halt to the strong stock rally—anyway the third quarter is usually the worst.
Opinion
Op-Ed: The Foundation of a Balanced Portfolio May Be Shifting — Here’s What to Look For
Noah Weisberger, with PGIM, lays out three scenarios for how Fed and fiscal policy could change the way bonds act to hedge equity risk.
Will Allocators Ever Embrace Liquid Alts?
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Market Moves
Dalio’s and Summers’ Dim View on Inflation, Markets, the Economy
The hedge fund honcho and the Harvard economist deride benign forecasts, like the Fed’s.