Tag: recession

As the creator of a key Federal Reserve metric has noted, its use as a recession predictor may not be appropriate.

Forget about retreating to defensive stocks for now, per the firm’s analysts, as the risk of a downturn in the ‘next several months is low.’

Skepticism about long-term performance rises as the payoff of artificial intelligence now seems far off.

As the Fed prepares to lower short-term rates, the T-note confounds predictions due to its recent volatility.

U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.

This relatively new alternative asset class had a 2.7% rate for loan non-payments in the second quarter, a Proskauer study says.

S&P 500 profits are headed for a good 2024, a FactSet survey shows.

U.S. Bank survey finds 58% of CFOs are optimistic about prospects three years in the future.

Several finance savants, including Jamie Dimon, admonish that high inflation and a punk economy could stage a comeback.

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

The nation’s stocks out-run everyone else’s, and should continue to, per the firm’s outlook.

When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.

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