Recalibrating Expectations - Chief Investment Strategist at Oppenheimer Tempers Outlook
The most optimistic voice on Wall Street entering 2025 has recalibrated expectations. His revised target of 5,950 signals a much more modest outlook.
The most optimistic voice on Wall Street entering 2025 has recalibrated expectations. His revised target of 5,950 signals a much more modest outlook.
Chicago Fed Goolsbee hopes U.S. not moving to where ability of central bank to set monetary policy independent of political pressure questioned.
Trump’s recent tariff escalation ignited fresh wave of volatility across equity and fixed-income markets, reintroducing policy risk as dominant force.
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said he expects “a kerfuffle” in the US Treasury market that prompts a Federal intervention.
Investor Kyle Bass believes a short-term recession may be a necessary step to stabilize and reposition the U.S. economy for long-term strength.
Howard Marks warns that the Trump administration’s tariff strategy could mark one of the most consequential economic events of our time.
JPMorgan Chase (JPM) CEO Jamie Dimon said the Trump administration’s new tariffs will produce short-term inflation and "slow down growth."