Bond Curves Flash Growth Warning as Longer-Term Yields Decline
Investors are having to face the prospect of significantly more hawkish central banks dealing with massive rise in cost-push inflation.
Investors are having to face the prospect of significantly more hawkish central banks dealing with massive rise in cost-push inflation.
The latest data underscore how unprecedented supply constraints are holding back the U.S. economy.
Of more than 140 S&P 500 companies that have reported earnings thus far, nearly 82% have beaten Wall Street’s estimates according to Refinitiv data.
"Tech are among phenomena that will help moderate price pressures" per Cathie Wood, responding to Elon Musk tweet about short-term inflation pressure.
Citing pressures from shelter costs, rising wages, the head of DoubleLine Capital told CNBC that he sees the current inflation run as non-transitory.
Companies managed to deliver strong results due to combination of price increases and cost cuts designed to combat anything but transitory inflation.
The bond market’s age-old measure of growth is flashing an ominous warning as the world’s central banks move closer to boosting interest rates.