Tag: Interest Rates

Stock buybacks are expected to shrink, leaving room for more payouts, the firm believes.

Changes to the market’s makeup call the validity of the multiple into question—and allow for even more market advances, per strategists.

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.

After many years of low borrowing costs, too many people have the delusion that these will return, NEPC warns.

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

The pessimistic takes come after the third quarter’s rebound from the earnings recession.

The mega-cap tech giants appear invincible. But things always change in the market.

Wall Street's 2024 U.S. forecasts.

An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.

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

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?