Opinion: Four tales that stock market investors and policy makers tell each other

Opinion: Four tales that stock market investors and policy makers tell each other

LONDON (Project Syndicate) – Do you believe in fairy tales? If so, you could probably earn well as a financial trader or gain power and prestige as a central banker nowadays. While annual inflation in the US, eurozone and UK has risen to 40-year highs and is likely to reach double digits after the summer, … Read more

Opinion: The bond market has a strong opinion on inflation, but what does it say about a recession?

Opinion: The bond market has a strong opinion on inflation, but what does it say about a recession?

Whenever the Federal Reserve begins to tighten financial conditions, markets try to guess how far the central bank will go. Indeed, now in an era where it provides its future policy estimates in a framework known as “the dots,” the Fed yes is providing indications on where the fed funds rate will land. For 2023 … Read more

Opinion: The FAANMGs have been reduced to the Fantastic Four

Opinion: The FAANMGs have been reduced to the Fantastic Four

The anticipation of Big Tech’s second quarter earnings was palpable. With a broad array of indicators pointing to a slowdown in the global economy, the highest inflation of the past four decades, and a big jump in interest rates, there were plenty of reasons to expect tech earnings could be another. given our fragile economic … Read more

Will the stock market rally turn into a selloff? This bond market indicator could tip investors

Will the stock market rally turn into a selloff?  This bond market indicator could tip investors

Now that the Federal Reserve appears to have ditched its forward-looking guidance tool in favor of being “data dependent” to help inform its future rate path, investors should keep an eye on this indicator of inflation expectations for investors. signs of a change in market mood. Look at the five-year break-even inflation rate, one of … Read more

‘Continued deceleration of housing prices.’ Here’s what 5 economists and real estate professionals predict will happen to the real estate market this year

‘Continued deceleration of housing prices.’  Here’s what 5 economists and real estate professionals predict will happen to the real estate market this year

What will happen in the real estate market this year? Getty Images When will house price growth really slow down? Will mortgage rates continue to rise? What do i need to know if i am looking to buy a home now? These are all questions we hear from readers, colleagues, and others, so we’ve asked … Read more

FAANGs aren’t what they used to be, so watch out for bear market rebounds says hedge fund manager

FAANGs aren’t what they used to be, so watch out for bear market rebounds says hedge fund manager

It’s been a bit of a rally. The S&P 500 SPX he is starting the week at a seven-week high, buoyed by hopes for a less aggressive Fed and a sense that earnings pessimism was exaggerated. The benchmark equity index rose 12.6% from its recent June low, having achieved its best July performance since 1939, … Read more

“It will mainly be a white-collar recession”: economist Milken William Lee on how the next economic downturn will be different

“It will mainly be a white-collar recession”: economist Milken William Lee on how the next economic downturn will be different

“It will mainly be a white-collar recession. And the blue-collar recession will not be in the same places we have seen in the past ”. It was William Lee, chief economist at the Milken Institute, a think tank based in Santa Barbara, California, in an interview with MarketWatch, speculating on the nature of the next … Read more

As Twitter rethinks its San Francisco footprint, a bigger $ 9 billion demand looms over the city’s office market

As Twitter rethinks its San Francisco footprint, a bigger $ 9 billion demand looms over the city’s office market

Twitter Inc. revised its large San Francisco office footprint for downsizing Wednesday and canceled the opening of an office in Oakland, Calif., One person with first-hand knowledge of the matter said. The move blurs the future of the social media site’s elegant San Francisco headquarters, a 1.1 million-square-foot trophy office complex at 1355 Market Street, … Read more