Schwab’s Kathy Jones Sees Fed Holding
Kathy Jones, Chief Fixed-Income Strategist at Charles Schwab, shared her thoughts on the recently released May 3rd FOMC meeting minutes and forecasts the Fed will hold rates the rest of the year before cutting in 2024.
Feeling Bearish? How To Prepare
David Stryzewski, CSA, NSSA, CEO of “Sound Planning Group” is feeling bearish and shares what he's talking about with his clients and other advisors, how he’s adjusting his allocations, and where he still sees ample opportunity.
Blackstone’s Schwarzman Thinks US Debt...
Blackstone’s Chief Executive Officer Steve Schwarzman described the US debt ceiling debate as a political standoff where no one wants to blink, but the outstanding issues should be able to be resolved relatively quickly.
Schroders Eyes Fixed Income As Economy Faces...
Schroders Head of US Multi-Sector Fixed Income Lisa Hornby is bullish on bonds. She tells Bloomberg where she is seeing signs of economic duration and makes the case for long duration.
We Asked The Einstein of Wall Street How’s...
We asked Peter Tuchman, Broker at TradeMas, aka “The Einstein of Wall Street”, his thoughts on how the economy is doing amidst recently released retail figures, a debt ceiling stand off, and insinuations that the Fed might keep hiking rates.
DM Equities Out Of Favor In Near-Term
Head of BlackRock Investment Institute, Jean Boivin, is underweight developed market equities due to the US debt ceiling stand-off and rate hikes. He expects near-term volatility, but sees developed market equities coming back into favor on a 5-year investment horizon.
Retail Numbers Are Out, But What Do They...
Sarah Wyeth, Retail & Consumer Sector Lead, S&P Global Ratings breaks down the most recent retail growth figures, analyses sector trends, and shares her outlook for the next 12 months.
Bumpy Landing Still Possible
The US debt ceiling issue, aka X Date, is negatively impacting market and consumer sentiment and high interest rates and inflation are still weighing on the economy. Despite the challenges, Invesco's Chief Global Market Strategist, Kristina Hooper believes the Federal Reserve can still manage a “bumpy” landing.
What April’s CPI, Fed Fund Futures, and X-...
Michael Reinking, CFA, Sr. Market Strategist for the New York Stock Exchange, analyzes the market’s reaction to April’s CPI print, expectations for rate cuts, X-Day, and stress in the banking sector.
Bill Gross Sees 2% Inflation As Thing Of The...
According to Legendary Investor, Bill Gross, it is unlikely that inflation will return to the Fed's target of 2%. Instead, the Bond King predicts that the new Fed target will eventually be 3%.
Franklin Templeton CEO Comments on Rate Hikes
Franklin Templeton President and CEO Jenny Johnson thinks that the pace of rate hikes are causing stress in the financial system. She also tells Bloomberg that she expects the Fed to pause its restrictive policies, but she doesn't anticipate rate cuts anytime soon.
What Factor Is Driving The Latest Curve...
The spread between 2-year and 10-year Treasury yields has gone from negative 39 to a near-term low of negative 65 basis points. What factor is driving the latest curve inversion? Insights by Jim Iuorio with TJM Institutional Services. Take advantage of premium derivatives content, tools, and alerts. Create a CME Group account
Private Markets Offer More Stability
Blue Owl’s co-founder and co-president Marc Lipschultz says he’s seen private equity evolve in the 30 years he’s been in the business, and along with that, so have the dynamics of fundraising through public and private markets. Where once private equity was a cottage industry and public markets used to be the stalwart source of capital for businesses, public markets have become more fickle and...
Are Bond Prices Overlooking A Recession?
PGIM Co-CIO of Fixed Income, Greg Peters, says there are three things driving fixed income markets right now: Inflation, The Economy, and What the Fed’s Going to do about it. He also thinks that there’s cca disconnect happening in the bond market, where investors are pricing in rate cuts in the second half of 2023, but overlooking the macroeconomic climate and likely recession that would be...
Federated Hermes’ Orlando Forecasting Equity...
Federated Hermes’ Chief Equity Market Strategist, Phil Orlando, is feeling bearish. He’s calling his investor presentation, “Recession Watch for 2023” and he’s projecting that the 20% six-month rally just seen, will reverse over the next six months and he’s favoring cash, treasuries, and defensive equities.
Blackstone: Opportunities in High Yield...
Blackstone’s Global Head of Credit, Dwight Scott, says that while others are worried that the higher for longer interest rate environment could put significant strain on credit markets, he sees a healthy credit market and opportunity in the high yield private debt, which is currently below the historical average default rate.
Treasury Yields Could Drop If Debt Ceiling...
The Head of Macro Strategy for Wells Fargo Securities, Mike Schumacher, believes that if US lawmakers are unable to pass legislation raising the nation’s debt ceiling this week, US 2 and 10 year Treasury Yields would drop dramatically, and could come down as much as half a percentage point. At the very least, the impasse would create a risk off environment.
No Earning Recession Yet, But What About A...
Tim Anderson, Managing Director at TJM Investments discusses headlines from the first part of the Q1 earnings season, liquidity in the economy, and calls for “the most telegraphed recession in history”.