Risk
So When Will This Recession Arrive, Anyway?
A lot of the Wall Street commentariat doesn’t believe we’ll get the much-feared downturn.
Tag: Jerome Powell
Risk
What It Would Take for Powell to Get His Soft Landing
Former New York Fed head Dudley thinks the central bank’s quest is doomed. Is he right?
Risk
Maybe an Inverted Yield Curve Isn’t an Ill Portent
The Fed has distorted the Treasury landscape, says a Bernstein savant. Without its bond buying, the 10-year would be yielding 3.7%.
Risk
Will the Fed’s Just-Started Tightening Squelch the Stock Market?
Probably not, says LPL’s Detrick, as he trots out some historical precedents.
Has the Gabby Fed Gone Too Far in Its Transparency Push?
The central bank’s greater openness these days fuels risky behavior and thwarts flexibility, some say.
Newsmakers
El-Erian: Fed’s Powell Is Keeping Investors in the Dark
The chair of the central bank missed his chance to clarify its tightening plans, an economist laments.
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Newsmakers
Powell’s Stock Market Performance: So-So Versus Fed Peers
Of all 16 Federal Reserve chiefs, the current one—who may or may not get a second term—is No. 7 in Dow returns, says CFRA.
Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.
Asset Allocation
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.
Risk
Stocks Avoid Taper Tantrum This Time—and Did Before, Too
None of the shock that came with the Fed’s 2013 move has appeared. And, anyway, equities seem to have a special immunity to QE’s fate.
Asset Allocation
What They Say, What They Do: Maybe US Consumers Aren’t So Dour
While pollsters say their mood is sour, people still are spending more than before, JLL’s Severino says.
Regulation
Powell or Brainard? The Next Fed Chair Makes Little Difference, Wells Fargo Says
Some see big contrasts between the Republican incumbent and his reputed rival.
Asset Allocation
How Fed Tapering Will Slam Bond Buyers
No more bond buying, plus the government’s dwindling cash reservoir, will bring pain, says Natixis’ Lavorgna.
3 Inflation Scenarios: How Bad Could It Get?
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.