Tag: Federal Reserve

The S&P 500 is nearing its peak, but here is the case made by several prominent Wall Street seers for why things can go awry.

How higher interest rates are changing the investment objectives of fully funded pension funds.

Buying the bonds now is a good arb play amid talk of lower rates in 2024, the firm believes.

Lower rates, domestic orientations and history could produce a turnaround, Lazard says.

UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.

Yields are high, and well-fixed institutions back them, but what happens in a recession?

Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.

AUM growth decelerates and fundraising softens, Preqin reports.

Lombard’s Blitz makes the case for why the Fed will keep hiking, all the way up to 6.5%.

Expect higher oil prices, but these likely will not be crippling, strategists say.

Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.

Washington dysfunction, fear of the Fed and a host of other anxieties haunt the markets.