Market Moves
Forget about Inflation, Deflation Is the Real Threat, BofA Says
The massive Washington stimulus raises fears of spiraling prices. But those anxieties are off-base, bank economist Harris contends.
Tag: Federal Reserve
Market Moves
Re-Opening the Economy Won’t Do Stocks Much Good, Says Yale Expert
Portent: Chinese consumers remain fearful about going out after lockdown lifted, ex-Morgan Stanley honcho Roach warns.
Too Much Leverage, Too Much Risk Are Weighing Down Hedge Funds
Designed to fly high during slumps, a bunch of them have disappointed, big time.
Despite Fed Backstop, Junk Bonds Still Face Big Trouble
The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead.
Coronavirus - COVID-19
Dalio Says Holding Government Bonds Now Is ‘Crazy’
Tiny or negative yields make fixed income a bad idea, hedge fund honcho declares.
Coronavirus - COVID-19
No Vaccine? Then Look for 18 Months of Shutdowns
Fed’s Kashkari warns of new flare-ups that could push economy back into an induced coma.
Op-Ed: A Tough Time for the Credit Markets
Longtime CIO Tony Waskiewicz shares two ‘credit plays’ to consider during this volatile market.
Coronavirus - COVID-19
And Now, the Case for a 2020 Recession
IHS Markit sees one hitting in the second quarter and lasting to year-end.
Market Moves
Gundlach Says Fed ‘Panicked’ by Cutting Rates
Coronavirus worries threaten to harm economy and boost jobless claims, bond savant warns.
Market Moves
Ken Griffin: Nobody Cares About Inflation, but They Should
Hedge fund kahuna laments that markets aren’t prepared for a return bout of soaring prices.
Look Out, Here Come the Grey Swans
Big changes that are foreseen, but nonetheless could upend the world as we know it, as State Street sees things.
Crummy 2019 Earnings to Thunder Back This Year, Seers Say. Uh, Really?
Unexciting economic growth and the Chinese virus are among the ills that could ruin predictions of an electrifying rebound.
Newsmakers
Mark Cuban: Stock Rally Will Continue as Long as Low Rates Do
Billionaire entrepreneur and 'Shark Tank' star, unlike Paul Tudor Jones, doesn’t see this year as a 1999 re-run, with its bursting bubble.
Risk
Scary Similarity: The Roaring Twenties and Today
Then resembles now a lot, says State Street’s Arone. And we know how the 1920s ended.
Why Lower Interest Rates Aren’t Hurting Bank Stocks
Normally, their profit potential would go straight into the garbage. But not now.