Asset Allocation
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.
Tag: Federal Reserve
Risk
Stocks Avoid Taper Tantrum This Time—and Did Before, Too
None of the shock that came with the Fed’s 2013 move has appeared. And, anyway, equities seem to have a special immunity to QE’s fate.
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.
Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
Hey, Inflation Might Be Good for Us, Says Paulsen
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.
Asset Allocation
The Fed Will ‘Wimp Out’ on Tightening, Roubini Predicts
Dr. Doom’s latest call: Forget about rate hikes or tapering, at least anytime soon.
Asset Allocation
What If Cathie Wood’s Deflation Really Arrives? Now There’s an Antidote
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
Regulation
Powell or Brainard? The Next Fed Chair Makes Little Difference, Wells Fargo Says
Some see big contrasts between the Republican incumbent and his reputed rival.
Market Moves
Buy the Dips Is So … Last Month
Investors’ habit of bagging stocks during temporary slips could be going away, El-Erian warns.
Asset Allocation
How Fed Tapering Will Slam Bond Buyers
No more bond buying, plus the government’s dwindling cash reservoir, will bring pain, says Natixis’ Lavorgna.
3 Inflation Scenarios: How Bad Could It Get?
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
Asset Allocation
Why Wall Street Is Eyeing a Correction Coming Soon
Numerous strategists think things are getting dicey as we enter stocks’ lousiest month historically.
Asset Allocation
The Amazing 10-Year Treasury and Its Slow-Motion Future
Why the benchmark bond is expected to rise, but at a sluggish pace.
Risk
Here’s Morgan Stanley’s Method of Girding for a Rocky Market
The firm’s Mike Wilson urges the use of a ‘barbell strategy’ to cushion the blow from a downturn—or higher rates.
Market Moves
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.