Goldman Analysts no Longer Expect Fed Rate Hike in March After SVB Failure
Goldman Sachs' analysts on Sunday said they no longer expect the U.S. Federal Reserve to deliver a rate hike at its March 22 meeting.
Goldman Sachs' analysts on Sunday said they no longer expect the U.S. Federal Reserve to deliver a rate hike at its March 22 meeting.
US stocks hanging on Fed policy signals are boxed in “neurotic” trading range that will break once economic data unambiguously point to recession.
If history is any guide the surge in US two-year yields back above the fed funds upper boundary this week is an ominous sign.
With Wall Street talking about a 6% Fed Funds rate, stocks are facing renewed Fed pressures. But a hawkish Powell isn't the market's only concern.
And it seems investors continue to underestimate the impact of the Fed's hawkish policy shift on equities and the economy.
The Treasury market is sending its sharpest warning about recession risks since 1981.
Morgan Stanley’s Michael Wilson says he still sees some 20% downside on some of the big technology and meme stocks, without specifying which ones.