Pimco Veteran Readies for ‘New Neutral’ as Rates and Prices Rise
Robert Mead is mapping out an investment landscape where benchmark interest rates in developed nations rise to around 2% to tame prices.
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5 Things Need to Happen Before the Market Turns Around
Although the news might get worse and inflation is likely to be around for a while, the market will eventually factor this in and turn around.
New Index Shows U.S. Inflation Expectations Shifting Higher
One-year U.S. inflation expectations have rocketed higher since Russia's invasion of Ukraine and the longer-term outlook has begun increasing as well.
Goldman Sachs Says Investors Unprepared for U.S. Curve Inversion
Curve flattening has raised the specter of an inversion — a historic signal from the bond market that a recession is likely in 12 to 18 months.
BofA says ‘There is No Clear Off-Ramp’ for Russia
BofA says ‘There is no clear off-ramp’ for Russia and ‘it’s like catching a falling knife,’ issues dire prediction for global economy.
Markets Functioning Well, But War and Sanctions Add Strains-U.S. Treasury Official
Financial markets functioned well since Russia invaded Ukraine and West hit Moscow with crippling sanctions, markets are showing some signs of strain.
Morgan Stanley and Citi Strategists See Equities Storm Forming
“Downside risk remains most acute over the next 6-8 weeks,” Morgan Stanley’s Michael Wilson wrote in a note to clients.
