That ’70s Show: Can Stagflation Return?
Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.
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.
Lower valuations and lots of unspent cash are the ingredients for an eventual upturn, says PitchBook.
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.
Some allocators and managers are doing this, expecting a price pop ahead and collecting nice interest payouts along the way.
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.
Volatile markets wipe out nearly all of the previous year’s S$22 billion gain.
Perhaps the 2020 downturn was just Part 1, BCA Research warns.