That ’70s Show: Can Stagflation Return?
Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.
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.
They are worried about the pandemic, GDP, inflation and Ukraine, he finds.
The outlook for profits, valuations and the Fed are dispiriting, says a study from the asset manager.
Probably not, says LPL’s Detrick, as he trots out some historical precedents.