Risk
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.
Tag: GDP
Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
The Problem with Pulling Out of China
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
Newsmakers
Guru Wien’s Investor Read Is Downbeat
They are worried about the pandemic, GDP, inflation and Ukraine, he finds.
Risk
So When Will This Recession Arrive, Anyway?
A lot of the Wall Street commentariat doesn’t believe we’ll get the much-feared downturn.
Risk
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Risk
Uh-Oh, Consumers’ Confidence Fades, So Their Spending Should, Too, Economist Says
Natixis’ Lavorgna says people’s current high outlays can’t stay that way for long.
Risk
How Low Can You Go? Strategists Compete for Lowest 2022 GDP Growth
At the head of the pessimistic pack is Natixis’ Lavorgna, with a scant 2% projection.
Newsmakers
Public-Sector Pensions Help Drive Canadian Economy
A report finds Canadian plans add C$82 billion to the country’s GDP annually.
Asset Allocation
Broken China? Maybe Things Aren’t So Bad
Despite crackdowns on businesses and too much debt, the nation should resume its ascent, says NEPC.
Market Moves
Puny Q3 GDP Increase? Just a Bump in the Upward-Inclining Road, Says ING
Why the bank thinks 2021’s final period will be much better. Hint: consumers.
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.
Market Moves
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.