Search results for: Federal Reserve
Small-Cap Stocks Usually Surge in Presidential Years—but Not This One So Far
Large-caps continue to dominate, upending the historical pattern, as outlined in a Royce study.
How Tariffs, Trade Affect Manufacturing Investment
While protectionism appears popular in both political camps, its impact on US businesses and institutional investors is best viewed through a wide lens.
2024 Knowledge Brokers – Christine Wilson
Where Is the 10-Year Treasury Yield Headed? It’s Hard to Say
As the Fed prepares to lower short-term rates, the T-note confounds predictions due to its recent volatility.
CDPQ Returns 4.2% in First Half of 2024
Rate Cuts: How Fast, How Big?
Forget about that half-point cut in September you had heard about, strategists say.
Lower Inflation Should Herald Higher Stock Prices Ahead, Strategists Say
The market does get cases of the heebie-jeebies, but in recent times, these have been temporary.
Corporate Pension Funded Status Stays Flat in July
Expect More Borrowing Once the Next Recession Hits, Says Strategist
U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.
How Insurers’ Investment Portfolios Thrive Despite Loss, Catastrophe
Despite underwriting losses due to catastrophic weather and high inflation, rebounding markets, higher rates and private market investments have led property and casualty insurers to see increased investment income.
Trump’s Taiwan Comments Spook Chip Stocks
Ex-president says the globe’s largest semiconductor maker should pay the U.S. for protection against China.
Why Gold Makes Sense for the Long Term, Analyst Says
The precious metal can be volatile, but it is worthwhile to hold over time, counsels State Street’s Milling-Stanley.
Robust June in Stocks Puts an ‘Exclamation Point’ on Pension Funding
Inflation Is Falling Nicely, So When Will the Fed Cut?
The futures markets say September. Meanwhile, forget about Powell’s 2.0% target.
