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.
Inflation, Fed rate hikes and an inverted yield curve are all undermining what seems like a new bull market, says Comerica’s Lynch.
Commonwealth’s McMillan thinks it has two half-point increases ahead, and that’s it.
Touted as a bulwark against recession, it could draw down quickly—and it is concentrated at a few big companies.
It’s a classic recession portent. But inversion’s predictive record is spotty.
Former New York Fed head Dudley thinks the central bank’s quest is doomed. Is he right?
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
In a triumph for structured finance, these packages of junk loans have up to now confounded any perils.
Beware of a recession, chaotic global markets, and a weakened US going forward, if the federal spending cap isn’t raised, economist Zandi admonishes.
The 2020 recession was driven by policy, so any Delta-inspired double dip would be, too, Commonwealth’s McMillan warns.