Risk
Goldman: Look for EMs to Overtake US in Stock Valuation by 2030
In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.
Tag: GDP
Market Moves
AI Will Send Profits Skyward Over the Next 10 Years, Goldman Says
Artificial intelligence-fueled productivity should expand margins by 4 percentage points, the firm projects, but it won’t happen right away.
Research
Goldman: Artificial Intelligence Will Boost Global GDP by 7%
There will also be a job-loss toll, but, as in previous technology leaps, many displaced workers will fit into newly created positions, the firm’s study says.
Research
Bloated Inventories Turning Into Economic Hindrance, Pantheon Says
The pandemic buying surge prompted businesses to stock up way too much.
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.
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.
Market Drilldown
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.
Market Drilldown
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.