
What Happens After That Soft Landing? BCA: Nothing Good.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
They are worried about the pandemic, GDP, inflation and Ukraine, he finds.
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Despite crackdowns on businesses and too much debt, the nation should resume its ascent, says NEPC.
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.