Federal Reserve Can’t Keep Markets Afloat Without Interruption, Billionaire Howard Marks Says
The idea that the Federal Reserve can continue to boost U.S. economic recovery and stock market rally without interruption is “too good to be true".
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The Fed's Future, Powell and Brainard, Yield Curves, Hypersonic Weapons Problem
Assigning the central bank responsibilities extending beyond the adjustment of monetary policy creates an unknown that I do not think we can assume ou
Oil Very Cheap Relative to Other Assets, JPM’s Kolanovic Says
“Relative to broad levels of various asset prices and the monetary base, oil looks remarkably cheap,” JPM said in the note.
Fed Bets Could Move Even More If Decision Lets Powell Cut Loose
Removal of some concerns over renomination could allow Powell to cut loose a little more and follow the less-expansive policy some believe warranted.
BofA Is Bearish on Markets and Sees ‘Rates Shock’ Coming in 2022
BofA strategists are bearish on markets next year and urged investors to focus on preserving cash.
Truck Driver Shortage: ‘I’ve Never Quite Seen it this Bad' in 30 Years, Analyst Says
Supply chain woes continue to paint an increasingly bleak the picture for the trucking industry.
BofA Sees U.S. Dollar Extending Rally on Inflation-Fighting Fed
(Bloomberg) - Bank of America Corp. says an inflation-fighting Federal Reserve could be a boon to the U.S. dollar.
