Goldman Sachs Says US Equity Bottom Conditions Are Not There Yet
“US equity valuations do not yet offer a historically large premium to the real returns on offer from bonds and cash.”
Recent
Mnuchin Warns Market Watchers Who Misread Fed May Be Wrong Again
Mnuchin says market watchers are being too alarmist about the threats presented by inflation and the Federal Reserve’s monetary tightening.
Nasdaq Freezes Chinese Small-Cap IPOs After Price Spikes
The Nasdaq Stock Market has quietly halted listings of small-cap Chinese companies, holding up approval letters and demanding more information.
Microsoft CEO Explains the 'Paradox' of the Remote Work Debate
A recent Microsoft (MSFT) survey found that employers and workers still disagree over whether remote work boosts or kills productivity.
BofA Survey ‘Screams’ Capitulation With Rally Set for 2023
Sentiment on stocks and global growth among fund managers surveyed by BofA shows full capitulation, opening way to an equities rally in 2023.
The Time to Buy the Dip Is Fast Approaching — for One Country
Investors are looking beyond a looming global recession and they see one country – and its financial markets – emerging strongest on the other side.
BOE’s Bailey Has a Message for Funds: ‘You've Got Three Days’ to Wind Up Positions
BoE Governor Bailey warned fund managers they have until the end of this week to wind up positions that they can’t maintain.
