A Looming Bear Market in Stocks? Don’t Bet on It
Protracted downturns largely occur when the economy lapses into recession, yet most economists don’t see that happening until 2020, if then.
JP Morgan’s widely followed market analyst says it’s time to buy the dip
J.P. Morgan is telling its clients to make the most of the market’s massive sell-off this week.
Thoughts on the Market
Capital Markets Update Current market conditions are repricing asset classes around an upward shifting inflation expectation and steepening yield curve. At the same time, there is fear around Federal Reserve Policy resulting in over tightening. Our research supports the view that the US is still mid cycle with strong momentum going into 2019. The labor […]
The U.S. economy is set to look good ‘for quite some time,’ Chicago Fed president says
Charles Evans sees America’s economic outlook remaining positive for the foreseeable future — but only if interest rates are hiked to above neutral, or just above 3 percent.
Rising rates rattle Wall Street, but charts point to a stock bounce, technician says
Rates are on the rise and giving a scare to stock markets, but history suggests rising rates could soon give the stock market a lift, says Oppenheimer’s Ari Wald.
Booming US economy may soon be the ‘strongest since 1999’, Kevin Warsh says
President Trump’s corporate tax cut and his business deregulation efforts are not a “sugar high,” says ex-Fed Gov. Kevin Warsh.
JP Morgan downgrades China stocks, predicts ‘full-blown trade war’ with US
J.P. Morgan is getting less optimistic about the trade conflict between the U.S. and China. The firm lowered its rating for Chinese equities to neutral from overweight, predicting the escalating trade war between the countries will affect the Asian country’s economy next year.
Salesforce co-CEO Marc Benioff: The economy is ‘ripping’
Salesforce CEO Marc Benioff connects the company’s performance with the condition of the broader economy.
Jamie Dimon sees ‘no great potholes,’ saying 3%-plus economic growth ‘may very well continue’
The U.S. economy is humming along with little in the way to derail its recently stronger growth trajectory, the J.P. Morgan chief says.
Retailers could ring up more than $1.1 trillion in holiday sales, topping last year
Retail sales are expected to grow between 5 and 5.6 percent from a year ago, according to Deloitte’s annual retail sales forecast for the holiday season.