The ‘fundamentals’ that should stay top of mind, especially in current times, include studying data and planning for multiple scenarios.
Among a sampling of them, 21% had first quarter demotions, striking a possibly worrisome note for a key part of the economy.
Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
Lombard’s Blitz makes the case for why the Fed will keep hiking, all the way up to 6.5%.
Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.
Some strategists say pandemic spending and other factors have severed the historic sequence.
In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
At a 4.5% benchmark interest rate, economic growth will start to suffer, hedge fund guru says.