Market Moves
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
Tag: Jerome Powell
Asset Allocation
No Need for Taper Trepidation for the Stock Market
The situation now is less fraught than during the 2013 tantrum, argues UBS’s Mark Haefele.
Market Moves
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.
Here’s Why Inflation Is Up: Oil and Cars, Period
Commonwealth’s McMillan ascribes nasty CPI numbers to a few aberrant items, already cooling off.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
Asset Allocation
Taper Timing: Will the Fed Move … in September? December? Next Year?
Wall Street tries to divine when the central bank will start winding down its bond buying.
Asset Allocation
Jerome Powell Won’t Get a 2nd Term as Fed Head, Says JPM Economist
The Democrats’ left wing will want a kindred spirit, rather than the GOP-appointed incumbent, Michael Feroli thinks.
Market Moves
Dalio’s and Summers’ Dim View on Inflation, Markets, the Economy
The hedge fund honcho and the Harvard economist deride benign forecasts, like the Fed’s.
Jerome Powell Has the Worst Fed Day Record for Stocks
S&P 500 returns are mainly negative on day he announces decisions; not so for prior chairs.
Market Moves
Why the Fed Won’t Tighten Soon: Too Much Unemployment, Says Strategist
The high jobless level counters any push to curb central bank stimulus, argues Commonwealth’s McMillan.
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.
Market Moves
Surging Stocks Improve Pension Funding Levels, But De-Risking Isn’t at Risk
A hot equities market, plus some accounting help from interest rates, aided the plans.
Market Moves
Here’s Why Inflation Isn’t a Threat: Money Velocity
Yes, the dollar supply has swollen, but folks just aren’t spending that much, Natixis says.
Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
If anything, it’s the prospect of quicker economic growth, by the research group’s reasoning.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.