Investors Are Rushing to Cash at Record Pace in First Week, BofA Says
The rush to cash is extending into 2024 as global stocks started reversing some of last quarter’s rally.
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Goldman’s Painful 2023 Lesson on China Forces Rethink of Emerging Markets
Two main lessons from one of the biggest — and most-common — bad calls of 2023: the bet on post-pandemic China’s reopening boom.
Record Cash Inflows Show Investors Missed Out on Stock Rally
Investors poured record amounts into cash this year, according to BofA Corp. strategists highlighting how a lot of market participants missed out.
Short Sellers Lost Close to $178 Billion in 2023
It's been a tough year to bet against stocks. Short sellers on Wall Street have lost nearly $178 billion this year according to data from S3 Partners.
JPMorgan Strategist Sees a Big Credit ‘Reckoning’ in 2024
Credit markets face dramatic repricing 2024 as higher capital costs slam lower-rated borrowers according to JPMorgan Asset Management’s Oksana Aronov.
JPMorgan’s Kolanovic Says Opt for Cash or Bonds Over Stocks
It’s a lose-lose situation for US stock investors next year, according to Marko Kolanovic, JPMorgan Chase & Co.’s chief market strategist.
If You're in Cash, You Risk Missing Out, Bond Managers of $2.5 Trillion Say
It’s time to put that money to work — a bit of advice for investors stashing record sums in cash, from US bond managers overseeing a combined $2.5T.
