Tag: Federal Reserve

Lower rates, domestic orientations and history could produce a turnaround, Lazard says.

UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.

Yields are high, and well-fixed institutions back them, but what happens in a recession?

Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.

AUM growth decelerates and fundraising softens, Preqin reports.

Lombard’s Blitz makes the case for why the Fed will keep hiking, all the way up to 6.5%.

Expect higher oil prices, but these likely will not be crippling, strategists say.

Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.

Washington dysfunction, fear of the Fed and a host of other anxieties haunt the markets.

The classic trade-off between unemployment and inflation isn’t the same due to the Federal Reserve, in Peter Berezin’s view.

Two reports seem to show a cooling economy, with the Fed backing off.