Morgan Stanley Bets on EM Debt, JPM Says Rally Unsustainable
JPMorgan Chase urging investors use “unsustainable” rally emerging-market bonds to ditch debt from riskiest corners of world Morgan Stanley opposite.
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JPMorgan’s Kolanovic Says Time to Trim Stocks, Buy Commodities
Investors should trim stock holdings, shift to commodities after equities outpaced other assets amid receding recession fears, says JP Morgan Chase.
The Worst Is Yet to Come for US Credit Markets, Investors Say in Survey
Ugliest year ever for US corporate-bond investors is expected to get uglier -- and they only have the Federal Reserve to blame.
HSBC’s Kettner Says It’s Time to Ditch Stocks and Hide in Cash
HSBC Bank Plc’s Max Kettner sees a painful end to this summer’s rally, and recommends abandoning equities.
Analysis: U.S. Banks Face Trillion-Dollar Reverse Repo Headache
The trillions of dollars in overnight cash tucked away daily at the Federal Reserve could turn into a major headache for banks.
JPMorgan Strategists Say S&P 500 Valuations Are Still Attractive
US stock market valuations look attractive given low bond yields and the presence of higher quality companies in the S&P 500.
The 60/40 Strategy Will Make a Comeback, Morgan Stanley Says
Classic 60/40 portfolio, where investments split 60% in stocks, 40% in bonds, is merely resting and not dead. Strategy had deepest dive since 1988.
