Page 5 - Stuart Kaiser News Today

The positive correlation between U.S. stocks and bonds is the strongest in years, if not decades, and whether it lasts hinges on just how the economy touches down this year. There is no...

The link is the strongest in years, if not decades

One Wall Street equity strategist shared these five questions with clients in his first report of the new year.

A roundup of investment ideas for active investors

Investment banks and asset managers have wildly varying stock market and currency calls for 2024, reflecting deep division over whether the U.S. economy will enter a long-heralded recession and drag...

Investment banks and asset managers have wildly varying stock market and currency calls for 2024, reflecting deep division over whether the U.S. economy will enter a long-heralded recession and drag the world with it. The lack of consensus among forecasters is a stark contrast to a year ago, when most predicted a U.S. recession and rapid rate cuts that failed to materialise. The divisions this year have produced a scattergram of projections for the U.S. interest rate path and how global assets...

Forecasts for the next year reflect a deep division

LONDON: Investment banks and asset managers have wildly varying stock market and currency calls for 2024, reflecting deep division over whether the US economy will enter a long-heralded recession...

Fears that high and rising Treasury yields will pummel Wall Street are understandable, but ultimately misplaced - history shows that the link between yields and stocks ranges from patchy at best, to... -November 02, 2023 at 09:48 am EDT - MarketScreener

Stocks have fallen as much as 10% since July as bond yields have shot up sharply, but beyond that immediate correction, the outlook is more encouraging