Has the Gabby Fed Gone Too Far in Its Transparency Push?
The central bank’s greater openness these days fuels risky behavior and thwarts flexibility, some say.
Tag: Federal Reserve
Risk
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Risk
Warning: Tossing Russian Banks From the International System Could Backfire
Credit Suisse says removing the lenders from SWIFT may lead to problems similar to the 2008 and 2020 panics.
Risk
No, War Won’t Make the Fed Ease Off Rate Hikes, Says Goldman
Higher inflation will trump any geopolitical problems, the firm believes.
Asset Allocation
The 10-Year Will Hit 2.5% This Year, and Maybe 3%, Per Gundlach
The Bond King sees rising rates (belatedly) helping to fuel the benchmark Treasury yield’s advance.
Risk
How to Rate-Hike Proof Your Portfolio, Per Northern Trust
The firm’s remedy: Go for junk bonds and natural resources stocks, as the Fed tightens.
Risk
Spreads Are Narrowing: Could We Get (Gulp) an Inverted Yield Curve?
With short rates climbing faster than long ones, this recession harbinger isn’t out of the question.
Risk
Stop Buying on the Dips, Says Evercore—It’s Not Safe
The market has more to fall, so investing now makes no sense, according to the firm’s technical analyst, Rich Ross.
Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Risk
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
Risk
Fading Inflation? Here Comes a Wage-Price Spiral, BCA Says
Worker pay will accelerate and move beyond the low-end of the comp ladder, the firm’s Berezin warns.
Newsmakers
Powell’s Stock Market Performance: So-So Versus Fed Peers
Of all 16 Federal Reserve chiefs, the current one—who may or may not get a second term—is No. 7 in Dow returns, says CFRA.
Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.