Research
Get Ready for an L-Shaped Recession, Warns Credit Suisse
A deep recession and then little growth may be what’s needed to fight today’s high inflation, says strategist Pozsar.
Tag: oil
Asset Allocation
Buffett, Who Terms ESG Reporting ‘Asinine,’ Adds to Oil Holdings
Famed investor increases his stake in Occidental Petroleum.
Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
Risk
And Now, to Brighten the Gloom, a Bullish Take
Fundstrat’s Tom Lee makes the plucky case for a 20% rally.
Asset Allocation
Gold Demand Increasing as Stagflation Risk Looms
Record-breaking inflation combined with current geopolitical tensions are driving the trend.
Asset Allocation
Bill Miller Lists His Favorite Cheap Stocks: Alibaba, Anybody?
Some of these are contrarian plays, big-time. But the value guru is undaunted.
Risk
No, War Won’t Make the Fed Ease Off Rate Hikes, Says Goldman
Higher inflation will trump any geopolitical problems, the firm believes.
Risk
Why Consumer Confidence Is Dropping (It’s Not Just Inflation)
People think the economy’s big gains are behind us, says Comerica’s top economist.
Risk
Black Gold Indeed: Oil Finally Seems Poised to Hit $100
Restrained supply and ravenous demand likely will return it to three figures, says Canaccord.
Asset Allocation
Byron Wien: Gold Price Will Hit Record This Year
The Wall Street sage issues a prediction for the metal among his 10 expected ‘surprises’ for 2022.
Asset Allocation
Special Report: Green Jobs Have a Nice Future … But Fossil Fuel Work Will Persist
While oil and gas workforces are projected to shrink, they aren’t expected to vanish for some time.
Newsmakers
Larry Fink Says We Need to Work With, Not Against Hydrocarbon Companies. But Can We Trust Them Given Their History?
The CEO of BlackRock, the largest money management firm in the world, argued for moving to a more decarbonized business model worldwide.
Market Moves
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.
Alternatives
Wells Fargo: Ax Natural Gas Too Early and the Green Energy Agenda Suffers
Gas, touted as the bridge between fossil fuels and renewables, is vital to ensure a smooth shift, a report argues.
Asset Allocation
NY State Pension Fund Scrutinizes Shale Oil, Gas Companies
The fund will evaluate 42 firms that it says are ill prepared for a transition to a low-carbon environment, including ConocoPhillips, Hess, and Marathon Oil.