Market Moves
‘No End in Sight’ to Government Spending, Gundlach Says
Bond King says that output will bring much more Treasury issuance, and the Fed’s buying a lot of it.
Search results for: Federal Reserve
Market Moves
The Market’s November Was Spectacular, So December Will Be … Down?
An LPL historical study shows the tricky dynamics for stocks in the year’s final two months.
Market Moves
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.
Regulation
How Carbon Pricing Could Get a Boost in Biden’s Washington
Sustainability advocates argue that financial markets are not properly pricing in climate risk. That could change as Democrats take over the executive branch.
Asset Allocation
If You Think the Dollar Has Lost Value Now—Just Wait
The buck, off almost 5% in 2020, could dive another 20%, Citigroup warns.
Research
Institutional Investors Find Calm Amid Post-Election Chaos
The markets see stability ahead, despite a delayed election result, Senate runoff races, and voter fraud claims from the president.
How ABS Survived the March Wipeout and Staged a Comeback
Asset-backed securities, the runt of fixed income, boast sturdy cash flows, among other worthy attributes.
Will Snags with New Washington Stimulus Squelch the Economy and Stocks?
Not really, says UBS’s Haefele, sounding optimistic on vaccines and possible fresh aid in 2021.
Asset Allocation
Expect More Inflation Ahead, but Not 1970s Levels, BlackRock Says
Asset management titan thinks pandemic stimulus and new Fed tolerance should lead to increases in the 2.5% range.
Market Moves
Here’s a Bullish Call: JPM Says We’re Entering ‘Market Nirvana’
The bank credits split government, a possible vaccine, Fed actions, and possible trade war abatement.
Pensions
10 Ways to Close Public Pension Funding Gaps
NCPERS research identifies actions governments can take to close pension funding gaps without resorting to detrimental ‘knee-jerk’ reactions.
Market Moves
Biden Tax Hikes Would Help Junk Bonds, Says Market Savant
Maybe not so much stocks, but high-yield is well-positioned if the Democrat wins and enacts his agenda, Northeast’s Monrad forecasts.
Regulation
UK Regulators Fine Goldman Sachs International $126 Million for 1MDB ‘Failures’
The Financial Conduct Authority and the Prudential Regulation Authority said the firm allowed severe misconduct to go unaddressed.
Promise of Private Debt Burns Bright—With a Big If
How the burgeoning asset class plans to navigate the risky pandemic economy.
Market Moves
From Here, Recovery Will be ‘Tougher,’ But Good Investments Persist
So say two savants from Principal Financial, at CIO’s Summit.