While leading indicators seem to be suggesting both that the U.S. economy is headed for a downturn and that price pressures are cooling, the Federal Reserve seems determined to wait Read more
Tag: prefers
This is the time when ‘accidents’ like Enron and Lehman have happened — this JPMorgan quant prefers bonds over stocks
The old expression is when the tide goes out, you get to see who’s swimming naked. In financial markets, the tide is going out when central banks are raising interest Read more
The stock market risks ‘swooning again’, so BlackRock prefers credit over equities
BlackRock, the world’s largest asset manager, likes investment-grade credit more than stocks as it sees “a new market regime with higher volatility taking shape,” according to a note Monday from Read more
Stifel’s Barry Bannister raises S&P 500 target to 4,400 for 2022 and prefers ‘cyclical growth’ stocks
Stifel chief equity strategist Barry Bannister has lifted his target for the S&P 500 index by 200 points to 4,400 for the second half of 2022, expecting “cyclical growth” stocks Read more