A lot of wise souls think that goal is achievable—despite the heavy weather blocking the way.
The firm’s remedy: Go for junk bonds and natural resources stocks, as the Fed tightens.
Not everyone is ready to shift their strategies just yet.
Hint: Not TIPS, which the Wharton prof terms ineffectual.
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
The central bank seems too timid to really dampen today’s high inflation, the former Treasury secretary warns.
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.
At the head of the pessimistic pack is Natixis’ Lavorgna, with a scant 2% projection.