News
Goldman Warns of a ‘Baby Bear’ Market in Bonds for 2020
Despite expected Fed inaction next year, a strong economy will lift interest rates, the firm forecasts.
Tag: Federal Reserve
News
Yellen: Risks of a Recession Are Rising
Former Fed head says central bank's rate cuts and the trade war worry her.
Further Fed Stimulus Falls on Increasingly Barren Ground
Evidence mounts that, after 10 years of extremely low rates, the impact of more cuts is limited.
Risk
Low Interest Rates Are ‘Poison,’ Says JPM Savant
Monetary easing will harm economic growth, David Kelly warns.
Asset Allocation
Tumbling 10-Year T-Note Yields Have Lower to Go, Moody’s Says
Now 1.51%, the research unit says it could slide to between 0.5% and 1% in a recession.
The Case for a Good 4th Quarter in the Market
Final period is the strongest, especially when the S&P 500 is up over 15% for the year, LPL’s Detrick says.
Market Moves
What Recession? Forecasts See Only a Slowdown
Establishment outlooks find US will avoid an actual economic contraction up ahead.
Market Moves
What’s the Fed’s Next Step on Rates?
Futures markets predict it will reduce another quarter-point this year, and that’s it.
Lower Interest Rates Will Shrink Pension Funding Status, Goldman Warns
A study projects that funding will drop to 86% in August, off from 91% four months before.
Market Moves
Larry Summers Dumps on Jackson Hole Avoidance of Negative Interest Rates
Former Treasury secretary thinks less-than-zero rates do little good and much harm.
Market Moves
So the Federal Reserve Doesn’t Care About the Stock Market? Baloney
Fed Chairman Powell’s words belie the official mandate, State Street’s Arone finds.
Market Moves
US Negative Interest Rates Would Be a Disaster, El-Erian Warns
Allianz economist notes decline of yields and worries they might crop up in America.
Companies’ Towering Debt Might Not Bring Widespread Defaults
Junk bonds do better when interest rates are low, like now, Nataxis finds.
Market Moves
Frazzled Investors Still Think the Fed Will Lower by Another Quarter-Point
CME futures overwhelmingly indicate a further dip will come in September.
Market Moves
As it lowers a key rate by a quarter point, doubts crop up that the Fed lacks the oomph of old.