Selloff in global risk-assets against a backdrop of surging inflation and slowing growth is only getting started, some market participants believe.
Marko Kolanovic is resolute things can get better for US stocks as year progresses, even with S&P 500 tumbling and bullish catalysts rare these days.
Tech bulls are grappling with a new reality: breakneck profit growth is no longer something they can count on.
The global shift away from easy money is poised to accelerate as a pandemic bond-buying blitz by central banks swings into reverse.
Limitless optimism has been replaced in two short years by a pervasive sense of dread, with inflation and the efforts of central banks to restrain it.
A drop below 4,000 index points for the S&P 500 will be a “tipping point,” which could potentially trigger a mass exodus from equities.
Making money in the stock market will likely look different over the next few years compared to the low interest rate era.