As Fed Warns of Turbulence Ahead, Markets Remove Their Seat Belts
Fed's hawkish message on inflation registered quickly in U.S. housing markets this summer as mortgage rates shot up and home sales slowed.
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Treasury Yield Curve Inversion Has Scope to Deepen, BofA Says
Extent of inversion will depend on terminal rate, which will likely be a function of inflation, Meghan Swiber, Dir. of US rates strategy at BofA.
Wall Street Strategists Say Stocks Rally at Odds With Profit Outlook
Dimming earnings outlook is at odds with the recent rebound in stock markets, according to strategists at Morgan Stanley.
US Recession Odds Are Falling Fast, JPMorgan Trading Model Shows
US economic downturn looks increasingly unlikely in eyes of stock market, according to measure of recession probabilities created by JPMorgan Chase.
JPMorgan’s Kolanovic Stands Apart in Saying Stocks Will Rebound
JPMorgan Chase & Co.’s Marko Kolanovic is emerging as one of the very few bulls among Wall Street’s top strategists saying US stocks will rally.
Goldman Warns Against Being ‘Too Early’ in Fading Recession Risk
Investors may be getting overconfident in betting the Federal Reserve may cut interest rates sooner to bolster a flagging US economy.
What if the Markets are Misreading the Fed
We’re in period where it’s markets versus Fed. In this battle are no winners. Market rally risks stimulating economic growth and fanning inflation.
