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Expect More Borrowing Once the Next Recession Hits, Says Strategist
U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.
U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.
Other emerging market nations, such as Taiwan and India, are compensating for weakness in the Chinese market.
Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.
An OECD study concluded that last year’s progress did not bring funds back to year-end 2021 levels.
Lowering its stash of long-dated bonds would have an impact on long-term yields, BlackRock finds.
Eroding profits would happen gradually, but the result would still be horrendous, scholar Rebonato warns.
Among a sampling of them, 21% had first quarter demotions, striking a possibly worrisome note for a key part of the economy.
U.S. Bank survey finds 58% of CFOs are optimistic about prospects three years in the future.
As redemptions dwindle, BREIT makes acquisitions and banks on falling rates.
Stock buybacks are expected to shrink, leaving room for more payouts, the firm believes.
Changes to the market’s makeup call the validity of the multiple into question—and allow for even more market advances, per strategists.
Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.
Everyone expects a soft landing, but Ned Davis sketches how that felicitous result might not happen.