Market Moves
Good News: An Earnings Drop Might Not Bring a 2023 Recession, Says Stovall
Profit plunges don’t always augur an economic downturn, CFRA’s top strategist finds.
Tag: Recession
Market Moves
Is All the Bad News Priced Into the Stock Market? Nope
A possible trap: With equities on another tear, BCA Research warns that investors really don’t appreciate all that can go wrong.
Research
When Will Beaten-Up Real Estate Turn Around?
The easy answer is a rebounding economy. But that’s not the sole factor, a Northern Trust Asset Management study finds.
Risk
How Will the Midterm Elections Affect Stocks, Anyway?
They usually go up after the vote, with the uncertainty over. But maybe not this year, warns Schwab’s Liz Ann Sonders and some other Wall Street savants.
Why U.S. Efforts to Regain Chip Dominance Are Uphill
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
Risk
Is Credit Suisse the Next Lehman Brothers?
That question’s the buzz on social media, but the ailing bank seems to have wherewithal to keep going.
Asset Allocation
Recession’s Market Impact May Already Be Priced In, Says Vanguard CIO
Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.
How Value Investing Has Changed
Some growth stocks are now in the bargain category. Hare, welcome to tortoise-hood.
Newsmakers
Volcker’s Lesson for Today’s Fed: Don’t Pivot
PIMCO’s Crescenzi touts the steadiness of the central bank chief who conquered inflation four decades ago.
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.
Asset Allocation
Did You Enjoy the July Rally? Too Bad It Was Temporary
Inflation, Fed rate hikes and an inverted yield curve are all undermining what seems like a new bull market, says Comerica’s Lynch.
Risk
So What Is the Fed’s End Game on Rates?
Commonwealth’s McMillan thinks it has two half-point increases ahead, and that’s it.
Copious Corporate Cash May Not Be So Great, After All
Touted as a bulwark against recession, it could draw down quickly—and it is concentrated at a few big companies.
Risk
Should We Even Care If the Yield Curve Inverts?
It’s a classic recession portent. But inversion’s predictive record is spotty.
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.