Pimco Warns Risk of Policy Mistakes From Central Banks Is Rising
Fading monetary and fiscal stimulus next year and efforts by authorities “to engineer a growth handoff to the private sector” create a higher risk.
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Fed's a Bigger Problem Than Omicron, Morgan Stanley Says
JPMorgan and other market strategists have also singled out hawkish turn by central banks as the main risk to their outlook for stocks over Covid-19.
Barclays, UBS Say Neither Fed Nor Virus Will Derail This Rally
More hawkish rhetoric from the Federal Reserve and the spread of the omicron variant are unlikely to derail the rally in stock markets.
Chairman Powell Changes the Game With Just a Few Words
Investors will need to be more disciplined as the Federal Reserve chief signals that the Fed won't be as dovish.
Yellen Warns US Labour Shortage May Take Years to Resolve
Yellen not concerned about unprecedented levels of fiscal support injected into US economy as it battles against effects of coronavirus pandemic.
Powell’s Fast-Taper Signal Presages Agile Fed on 2022 Rates
Investors can expect stepped-up Fed communication of an evolving outlook for employment and inflation that stresses flexibility.
Credit Funds Signal More Pain as Record Cash Swamps Treasury ETF
Bond fund flows reflect the shifting risk appetite. Investors pulled nearly $4 billion from U.S. investment-grade bond funds in week ending Dec. 1.
