As US Bank Profits Drop, Focus Shifts to Interest Income Outlook
As U.S. banking giants report slightly lower first-quarter profits, investors will focus on income executives expect from interest payments this year.
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Bond Traders Are Preparing For a 5% Yield, No-Rate-Cut World
Bond traders are readying for 10-yr US Treasury yields surpassing 5% as the scenario of no rate cuts by the Federal Reserve this year looks possible.
2024 Interest Rate Reductions are Becoming Increasingly Unlikely
Early predictions of multiple interest rate reductions are transitioning to a scenario where cuts in 2024 are becoming increasingly unlikely.
How a 'Year of Global Rate Cuts' Could Push the S&P 500 to 5,750: Morning Brief
The US economy is so strong that even the most bullish Wall Street strategist is underestimating stock returns this year.
Inflation Report Will Disappoint Markets (And The Fed)
Global investors are braced for a key March inflation report that is expected to either challenge or support the Fed's interest-rate-cut projections.
El-Erian Sees ‘Huge Impact’ From Widening Divergence Between Fed, ECB
Add Mohamed El-Erian to the growing ranks of those who expect the Federal Reserve to ease monetary policy less than its peers in the coming months.
Hedge Funder Says There’s ‘Something Immoral’ About America’s Reliance on Debt
Hedge funder Mark Spitznagel says there’s ‘something immoral’ about America’s reliance on debt—and future generations ‘will bear the burden for this'.
