Tag: Federal Reserve

As redemptions dwindle, BREIT makes acquisitions and banks on falling rates.

Shrinking the central bank’s balance sheet has been ongoing for two years.

Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.

The solid economy and expected rate drops are powering the risky asset class higher, Ned Davis reports.

Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.

Everyone expects a soft landing, but Ned Davis sketches how that felicitous result might not happen.

Next question: What happened to the inverted arc’s role as a recession portent?

Futures market expects deeper cuts ahead than the central bank bunch projects.

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.

The central bank wants the price index growth to ratchet down to 2%.

The S&P 500 is nearing its peak, but here is the case made by several prominent Wall Street seers for why things can go awry.

How higher interest rates are changing the investment objectives of fully funded pension funds.

Buying the bonds now is a good arb play amid talk of lower rates in 2024, the firm believes.