Why Bill Ackman thinks the economy will soon need a Fed rate cut
Stock markets are setting up for another day of gains, thanks to Fed Gov. Christopher Waller, who sparked fresh optimism that the central bank is...
A wall of debt rolling over: Here’s what’s scaring Bridgewater’s co-CIO
A weak session is setting up for Tuesday, with oil under pressure after unexpectedly downbeat China export data. So the preference is for bonds this...
‘We are going to see parts of the economy break’: Recession fears move back to the forefront of markets
Investors are reconsidering the risk that the U.S. economy could be about to tip into a recession, following data this week which revealed the red-hot...
First wave of deposit outflows is nearly over but a second has started: analyst
The federal government’s efforts to backstop the banking system, and deals found to put SVB Financial and Signature Bank in new ownership, seems to have...
Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says
Contagion fears triggered by the speedy collapse of two regional banks in less than a week is raising the risk of a crisis in confidence...
Strategist who loves challenging consensus sticks by call for 8% fed-funds rate
Dominique Dwor-Frecaut, a former associate with the New York Fed and outlier from the rest of the financial-market pack, is standing by a bold call...
U.S. could be heading into period of ‘transitory disinflation,’ traders and strategists say
Hopes for a further decline in U.S. inflation this year are giving way to a risk seen in some corners of the financial market that...
‘The Fed Is Going to Overdo It’: Financial Markets Finally React to U.S. Central Bank: MW
Financial markets absorb the Federal Reserve’s stridently hawkish interest-rate outlook for 2023, plus fresh signs of a weakening U.S. economy Source link...
Bond-market recession gauge hits 41-year milestone as global growth fears mount
One of the bond market’s most reliable recession indicators reached a new milestone on Tuesday, by trading at its most negative level since the first...
‘Fragile’ Treasury market is at risk of ‘large scale forced selling’ or surprise that leads to breakdown, BofA says
The world’s deepest and most liquid fixed-income market is in big, big trouble. For months, traders, academics, and other analysts have fretted that the $23.7...