Tag: Federal Reserve
The classic trade-off between unemployment and inflation isn’t the same due to the Federal Reserve, in Peter Berezin’s view.
Two reports seem to show a cooling economy, with the Fed backing off.
No additional rate hikes, one more, two more? Strategists ponder what comes next after the CPI news.
Some strategists say pandemic spending and other factors have severed the historic sequence.
The industry also is expanding its exposure to stocks and alts, amid rising rates.
Companies that achieved tech advantages (such as Microsoft) and pricing power (John Deere) will triumph, says JPM’s Jared Gross.
With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.