Wall Street Warns Bond Market Rout Will Catch Up With Stocks
Stock markets trading at record highs won’t be able to stay immune for much longer, according to Bank of America Corp. strategists.
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Goldman Sachs Rings Forward U.S. Rate Hike Projection by a Year
Goldman Sachs also expects a second interest rate hike in November 2022 and two rate increases each year after that.
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.
U.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes
The latest data underscore how unprecedented supply constraints are holding back the U.S. economy.
Q3 Earnings are Surprising to the Upside, but...: Morning Brief
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.
Cathie Wood Says Tech Will ‘Bend Curve’ on Inflation in Reply to Musk
"Tech are among phenomena that will help moderate price pressures" per Cathie Wood, responding to Elon Musk tweet about short-term inflation pressure.
Jeffrey Gundlach says inflation will stay above 4% through 2022
Citing pressures from shelter costs, rising wages, the head of DoubleLine Capital told CNBC that he sees the current inflation run as non-transitory.
