JPMorgan Quants Say Stock Market Is Worried About Wrong Risks
True signs of trouble lie in earnings growth outlooks, according to JPMorgan Chase & Co. quantitative strategists.
True signs of trouble lie in earnings growth outlooks, according to JPMorgan Chase & Co. quantitative strategists.
The chief investment strategist at Bridgewater Associates, the world’s largest hedge fund, says interest rates will need to rise a lot higher.
Corporate executives are touting the strength of U.S. consumers in the face of surging inflation, assuaging mounting fears of recession.
The prolonged slide in equity markets may finally be reaching a floor, at least for now, according to Citigroup Inc. strategists.
The long list of worries for emerging-market money managers threatens to expand further with positive real yields in the U.S.
The policy-sensitive two-year yield climbed as much as 15 basis points to a fresh cycle peak above 2.73%, the highest since late 2018.
The U.S. central bank will probably raise interest rates above levels it considers neutral for the economy next year.