Risk
What Happens if US Debt Defaults? Just Short-Term Pain, Sages Say
Drawing lessons from history, any federal failure to pay should be a hiccup, albeit an expensive one.
Tag: Economy
Newsmakers
Does Chinese Pandemic Unrest Mean Big Problems Ahead? Maybe Not, Says Bespoke
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
Newsmakers
Dalio’s Magic Number for Tanking the Economy
At a 4.5% benchmark interest rate, economic growth will start to suffer, hedge fund guru says.
Newsmakers
Guru Wien’s Investor Read Is Downbeat
They are worried about the pandemic, GDP, inflation and Ukraine, he finds.
News
BlackRock: Why Buying the Dips Is a Bad Idea Now
The outlook for profits, valuations and the Fed are dispiriting, says a study from the asset manager.
Risk
Could the 3% Yield Be the Trigger for the Bond Rally?
One school of thought: the 10-year Treasury hitting that level signals a growth slowdown.
Risk
Will the Fed’s Just-Started Tightening Squelch the Stock Market?
Probably not, says LPL’s Detrick, as he trots out some historical precedents.
Risk
Why Consumer Confidence Is Dropping (It’s Not Just Inflation)
People think the economy’s big gains are behind us, says Comerica’s top economist.
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Risk
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
Regulation
The Fed Isn’t Planning to Lift Rates High Enough, Says Summers
The central bank seems too timid to really dampen today’s high inflation, the former Treasury secretary warns.
Risk
How Low Can You Go? Strategists Compete for Lowest 2022 GDP Growth
At the head of the pessimistic pack is Natixis’ Lavorgna, with a scant 2% projection.
Asset Allocation
What They Say, What They Do: Maybe US Consumers Aren’t So Dour
While pollsters say their mood is sour, people still are spending more than before, JLL’s Severino says.
A New Contortion for GDP Growth: A Z-Shaped Recovery
Forget the V and U trajectories of yore, LPL’s Gilbert says.
Will Higher Savings Propel the Economy? Maybe Not
To Larry Summers, today’s trove of saved-up cash will juice consumer spending. TS Lombard is skeptical, due to the persistent virus.