The Fed runs a higher risk of sparking a recession than falling behind on inflation, according to Jeremy Siegel. Markets are now expecting a fed-funds rate of 4.75% in May of next year. That could be overkill, as inflation will continue to fall, Siegel warned. Loading Something is loading. The debate over whether the Federal… Continue reading Wharton professor Jeremy Siegel says the Fed’s rate hike campaign is so extreme that recession risk is much higher than risk of the central bank ‘waffling’ on inflation
The US dollar will stay ‘stronger for longer’ against global currencies as the Fed commits to taming inflation, UBS says
The US dollar is set to stay “stronger for longer” while the Fed continues to hike rates, according to UBS.The Russia-Ukraine war and ongoing volatility in the British pound means the dollar will continue its climb, UBS said.”Concerns over UK debt sustainability look set to keep sterling under pressure,” UBS said. Loading Something is loading.… Continue reading The US dollar will stay ‘stronger for longer’ against global currencies as the Fed commits to taming inflation, UBS says
Putin ally Iran sees oil exports fall amid steeper competition from Russia for Asian buyers
Iran’s oil exports have been steadily declining, according to a report from Bloomberg. Tehran is seeing increased competition from Russia in the Asian market for oil. Iran’s exports have fallen to 775,000 barrels a day from a peak of 1 million. Loading Something is loading. Iran’s oil exports are falling as of late, thanks in… Continue reading Putin ally Iran sees oil exports fall amid steeper competition from Russia for Asian buyers
Oil prices will head back toward $100 per barrel as a supply crunch returns to the energy market, JPMorgan says
Jennifer Sor Oil tanker unloads crude oil at a crude oil terminal in Zhoushan Thomson Reuters Brent oil prices could head back toward $100 a barrel as supply grows tighter in the coming months, JPMorgan said. Analysts expect oil demand to rebound by about 1.5 million a barrels in the last quarter of this year.… Continue reading Oil prices will head back toward $100 per barrel as a supply crunch returns to the energy market, JPMorgan says
Markets will get ‘Fed up’ with too much tightening if growth slows as Powell shows most resolve since Paul Volcker, BlackRock says
Slow growth and too much tightening from the Fed will frustrate markets and the economy, BlackRock says. “Still, we do think that markets, and consequently the economy, will become ‘Fed up’ with too much tightening,” according to a note. The current Fed’s campaign to tackle inflation also drew comparisons to the one engineered by former… Continue reading Markets will get ‘Fed up’ with too much tightening if growth slows as Powell shows most resolve since Paul Volcker, BlackRock says
GOLDMAN SACHS: Buy these 26 stocks that are poised to outperform and generate rich cash flows in the near future despite the Fed’s rate hikes
US Markets Loading… H M S Premium Interest rates continue to rise, dragging down the prices of risk assets. peterschreiber.media/Getty Images This story is available exclusively to Insider subscribers. Become an Insider and start reading now. Higher interest rates mean a grimmer economic outlook and a further drag on the stock market. Goldman Sachs lowered… Continue reading GOLDMAN SACHS: Buy these 26 stocks that are poised to outperform and generate rich cash flows in the near future despite the Fed’s rate hikes
Bonds are in the midst of their worst crash since 1949, and the fallout could unravel some of the market’s most crowded trades, Bank of America says
The worst bond market decline since 1949 is set to disrupt the stock market, according to Bank of America.The bank said soaring interest rates will unwind the most crowded trades in the stock market, including long US tech.”Bond crash in recent weeks means highs in credit spreads, lows in stocks are not yet in,” BofA… Continue reading Bonds are in the midst of their worst crash since 1949, and the fallout could unravel some of the market’s most crowded trades, Bank of America says
Russia’s ramped-up gas squeeze means an even deeper recession for Europe — and a sharp winter will pile on the pain, Deutsche Bank warns
Europe will suffer an even deeper recession than Deutsche Bank predicted, its strategists said. Russia’s indefinite shut-off of a key natural gas pipeline has intensified Europe’s energy crisis. That bodes ill for Europe’s economy, and a very cold winter will make things worse, they said. Loading Something is loading. The recession facing Europe will be… Continue reading Russia’s ramped-up gas squeeze means an even deeper recession for Europe — and a sharp winter will pile on the pain, Deutsche Bank warns
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