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.
Eroding profits would happen gradually, but the result would still be horrendous, scholar Rebonato warns.
Lower rates, domestic orientations and history could produce a turnaround, Lazard says.
Eurasia Group’s Ian Bremmer pushes back against resurgent notions that the greenback is destined for permanent decline.
The Miami pensions call the bank’s failure to prevent massive error ‘deliberately reckless.’
Touted as a bulwark against recession, it could draw down quickly—and it is concentrated at a few big companies.
Aeon survey finds 63% will opt for residential and commercial real estate bonds, reversing a downtrend.
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
So say two savants from Principal Financial, at CIO’s Summit.
US businesses that lack the income to pay their huge debt service, kept alive by more borrowing, are on shaky ground, Deutsche Bank Securities’ Sløk warns.
Although the first quarter was a wipe-out for plans, a surge in a special-strategy segment of the portfolio limited the damage in the smallest state.
Designed to fly high during slumps, a bunch of them have disappointed, big time.