economic news

‘Nowhere to hide?’ Why stagflation fears are putting stocks on the verge of entering a bear market

It will take more than Friday’s big bounce to quell fear of a bear market in stocks as uncertainty about the Federal Reserve’s ability to control inflation without flooding the economy raises fears of stagflation – a pernicious combination of slow economic growth and persistent inflation. Recessive inflation is a “horrific environment” for investors, said …

‘Nowhere to hide?’ Why stagflation fears are putting stocks on the verge of entering a bear market Read More »

With interest rates rising, it’s time to focus on MANG stocks instead of FAANG, according to Jefferies

With the Federal Open Market Committee meeting approaching, analysts at Jefferies on May 3 advised investors to avoid the popular FAANG + Microsoft stock group. They instead referred to a group they called MANG. We’ll compare the two groups below. FAANG GROUP – Facebook Holding Company Meta Platforms Inc. FBAnd Apple companyAnd Amazon.com Inc. AMZNAnd …

With interest rates rising, it’s time to focus on MANG stocks instead of FAANG, according to Jefferies Read More »

Powell wants to bring prices closer to neutral. But what is this? Think between 5% and 6%, says former Fed chief of staff

With inflation higher than anyone expected, Fed Chair Jerome Powell has set a policy course in which the Fed will move quickly to raise its policy rate to a “more neutral level” for interest rates, possibly higher if necessary. ‚ÄúThere is a clear need to move quickly to bring the monetary policy stance back to …

Powell wants to bring prices closer to neutral. But what is this? Think between 5% and 6%, says former Fed chief of staff Read More »

It is unlikely that bond market ‘wrecks’ in early 2022 will become the norm . says Novin’s chief information officer

It’s easy to get sick about bonds after an astonishingly bad first quarter. The sharp rise in Treasury prices this year has been a massive drag on fixed income, with losses feeling even more severe when combined with the stock market crash that landed on the S&P 500 SPX Back in correction territory on Friday …

It is unlikely that bond market ‘wrecks’ in early 2022 will become the norm . says Novin’s chief information officer Read More »