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Tag: Economic Growth
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Research
Is the Phillips Curve Kaput? No, But It Has Changed, Says BCA Sage
The classic trade-off between unemployment and inflation isn’t the same due to the Federal Reserve, in Peter Berezin’s view.
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Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
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Manager Selection
Get Ready for an Earnings Slowdown
Why Ned Davis says EPS, super-charged now, will decelerate.
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Asset Allocation
Emerging Markets Look Poised for a Good 2021, Says Lazard
Rising interest rates this winter spooked EM stocks, which still significantly lag behind others.
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Market Moves
Look Out: Higher Volatility Is Gonna Hit US, UBS Says
Virus jitters, higher growth and inflation, and a record-setting market will amp up the fear gauge, the bank warns.
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Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
If anything, it’s the prospect of quicker economic growth, by the research group’s reasoning.
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Pandemic Savings Are So Big They’ll Jet-Propel the Economy, Study Says
Some $2.9 trillion, hoarded by rich nations’ consumers, will fuel post-virus spending, Bloomberg Economics thinks.
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Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
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Market Moves
How the Stock Market Will Forecast Who Wins the White House in 2020
Since 1928, an LPL study shows, if the S&P 500 is up three months before Election Day, then the incumbent party almost always triumphs.
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Market Moves
GDP Growth Will Limp Along for the Next 10 Years, Says Moody’s Economist
In the most far-reaching pessimistic forecast yet, John Lonski blames productivity stagnation.
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Market Moves
Earnings Recession Is a Non-Event: 1Q Results Are Flat
Strong economy overcomes predictions of a down quarter and may push up profits ahead.
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Market Moves
Trade War May Bring Inflation, Fed’s Williams Warns
Expanded tariffs by both Washington and Beijing will affect ‘prices paid in stores,’ he says.
Buy-Side Firms Feeling Less Rah-Rah About Economic Growth
Sentiment survey finds positive sentiment drops to 48% from 67%.
Mixed Results for Hedge Funds at Mid-Year
Half of returns are positive, half negative, for an overall uninspiring performance.