In the US, members of both parties back a boost in Pentagon spending. The consensus is similar for military-related outlays in Japan and Europe.
U.S. Bank survey finds 58% of CFOs are optimistic about prospects three years in the future.
BCA Research sketches out how such events could roil the markets—and the world.
JPM’s Cembalest gives prophecy a try in a tribute to the late market sage.
The industry will be needed to bridge the long transition to net-zero from now to 2050, JPM says.
Expect higher oil prices, but these likely will not be crippling, strategists say.
The portfolio’s market value dropped by more than $2 billion last year to $20.2 billion.
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.
War and international tension spell increased arms spending and, thus, higher military contractor share prices.
The asset class will still provide ‘highly attractive returns,’ even if economic growth slows, says First Sentier Investors.
Despite downturn, the $684.5 billion fund’s losses were offset by an increased allocation to alts.
China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.
Exxon and its kin were laggard stocks for a long time, but now they enjoy flush revenue and strong share prices. The bet: Their clean fuels may give them better stability.
Despite Fed uneasiness, higher pay isn’t really pushing inflation, per the firm’s David Kelly.
They usually go up after the vote, with the uncertainty over. But maybe not this year, warns Schwab’s Liz Ann Sonders and some other Wall Street savants.