QT Will Soon Begin to Bite With 10% Hit to Liquidity, BNP Warns
The unwinding of balance sheets by major central banks will soon begin to bite, causing a massive siphoning of liquidity from markets.
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Stocks Drop 20% If Bonds Have Inflation Right in JPMorgan Model
Widening disconnect between stocks and bonds suggests a 20% downside risk for equities if bonds are proved correct in pricing inflation volatility.
JPMorgan Grows Even Bigger as US Bank Giants Soak Up Assets
Goliaths of US banking are getting even bigger after a series of regional lender failures funneled assets into giants such as JPMorgan Chase & Co.
CEOs are Less Optimistic as They Pull Back Hiring Plans
CEO optimism dipping slightly as executives reduce hiring plans amid concerns about inflation, higher interest rates, and the broader global economy.
Wall Street’s Once-Hot Trades of 2023 Are Unraveling in Markets
Once-hot Wall Street trades of 2023 are all falling apart, in fresh blow to market pros blindsided again and again ever since the pandemic broke out.
Morgan Stanley Joins Goldman in Cutting China Index Targets
Morgan Stanley became latest China bull to reduce target for key stock indexes citing delayed earnings recovery, weaker currency outlook, geopolitics.
Don’t Ask Us to Come to the Office More — Or We Will Quit, Investors Say
Hybrid work wins over Wall Street and some would go as far as quitting rather than spend more time in the office.
