Tag: Economy
Private Credit Downgrades Rise Among Mid-Sized Companies, Says KBRA
Among a sampling of them, 21% had first quarter demotions, striking a possibly worrisome note for a key part of the economy.
That ’70s Show: Can Stagflation Return?
Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.
RIP Earnings Recession: 3Q Reports Turn Positive
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
So Interest Rates Won’t Rise Anymore, Eh? Not So Fast
Lombard’s Blitz makes the case for why the Fed will keep hiking, all the way up to 6.5%.
Elevated Stock Valuations Will Not Stay High for Long, Says Market Sage
Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.
Inverted Yield Curve Nears Its First Birthday—and There’s No Recession
Some strategists say pandemic spending and other factors have severed the historic sequence.
Goldman: Look for EMs to Overtake US in Stock Valuation by 2030
In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.
What Happens if US Debt Defaults? Just Short-Term Pain, Sages Say
Does Chinese Pandemic Unrest Mean Big Problems Ahead? Maybe Not, Says Bespoke
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
Dalio’s Magic Number for Tanking the Economy
At a 4.5% benchmark interest rate, economic growth will start to suffer, hedge fund guru says.
Guru Wien’s Investor Read Is Downbeat
They are worried about the pandemic, GDP, inflation and Ukraine, he finds.
BlackRock: Why Buying the Dips Is a Bad Idea Now
The outlook for profits, valuations and the Fed are dispiriting, says a study from the asset manager.
Could the 3% Yield Be the Trigger for the Bond Rally?
Will the Fed’s Just-Started Tightening Squelch the Stock Market?
Probably not, says LPL’s Detrick, as he trots out some historical precedents.