Tag: Federal Reserve

Ratings drops affect Comerica and KeyCorp, following Moody’s negative actions on lenders two weeks ago.

The big yield advantage they enjoyed over developed countries’ debt issues has narrowed, but EM paper retains other pluses.

More housing price increases might squelch the conventional wisdom that July’s hike will be the last, some strategists say.

Investors in the in-vogue asset class hope that rising yields will boost their take.

No additional rate hikes, one more, two more? Strategists ponder what comes next after the CPI news.

Perhaps the 2020 downturn was just Part 1, BCA Research warns.

Some strategists say pandemic spending and other factors have severed the historic sequence.

The industry also is expanding its exposure to stocks and alts, amid rising rates.

Companies that achieved tech advantages (such as Microsoft) and pricing power (John Deere) will triumph, says JPM’s Jared Gross.

With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.

Mission accomplished: Tightening probably won’t continue at the central bank’s meeting next week, says economist Ian Shepherdson.

Former Fed chief puts a number on the level of employment-related pain needed to hit price-rise target.

The metal’s price is way up, but it tanked after the resolution of the 2011 federal default crisis and could face further volatility this year.

The deposit flight has halted, and lending hasn’t suffered, the firm notes.

After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.