Tag: Recession

As the Fed prepares to lower short-term rates, the T-note confounds predictions due to its recent volatility.

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.

This relatively new alternative asset class had a 2.7% rate for loan non-payments in the second quarter, a Proskauer study says.

S&P 500 profits are headed for a good 2024, a FactSet survey shows.

U.S. Bank survey finds 58% of CFOs are optimistic about prospects three years in the future.

Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.

Next question: What happened to the inverted arc’s role as a recession portent?

The nation’s stocks out-run everyone else’s, and should continue to, per the firm’s outlook.

When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.

The mega-cap tech giants appear invincible. But things always change in the market.

An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.

Risk grows as a raft of junk-rated issuers, paying modest interest, must refinance their debt at much higher rates.

AUM growth decelerates and fundraising softens, Preqin reports.