Welcome!
US markets
US stocks
Time to air dirty laundry? Bad earnings season could be good
Companies should — and, with all likelihood, will — manage expectations even more aggressively than usual.
January 17, 2023
US Economy
This isn't your mom and dad's recession, says BofA's Subramanian
The good news is that today, corporates and consumers actually look pretty well-capitalized — at least for the time being
January 15, 2023
SPACs
Spac euphoria turns into painful reckoning as liquidity runs dry
"You’re going to see a smaller number of SPACs going forward."
December 15, 2022
Investing strategies
Morgan Stanley's Michael Wilson is a seller of stocks again
The strategist, one of the US stock market’s most vocal skeptics, has seen enough of the recent rally that he’d predicted
December 05, 2022
Investing strategies
Goldman Sachs strategists say bear market will last in 2023
The view echoes that of Morgan Stanley's, that US stocks will end 2023 almost unchanged from their current level
November 21, 2022
US stocks
Wall Street rebuffs soft-landing dream as 92% bet on stagflation
"Bears say soft landings are rare. But they happen."
November 20, 2022
Global Markets
Stock bulls reluctantly fold on Fed’s grim economic message
Investors will now have to grapple with the threat of a Fed hiking to levels higher than previously expected
September 22, 2022
US Economy
Powell signals recession may be price to pay for crushing inflation
Powell's admission that there will be below-trend growth for a period should be translated as central bank speak for ‘recession'.
September 22, 2022
US stocks
"Dr Doom" Roubini expects a 'long, ugly' recession and stocks sinking 40%
"It’s not going to be a short and shallow recession."
September 20, 2022
US stocks
Markets roiled by inflation leave investors with nowhere to hide
Persistent increase in core inflation is bad new for assets of all stripes.
September 18, 2022