As Pandemic Aid Dries Up, Businesses Chase Covid Tax Credit

A temporary tax break for small businesses has spawned a cottage industry of advisory firms tapping into federal pandemic aid, raising alarms at the Internal Revenue Service that some claims are going...

Ray Dalio, Founder of Hedge Fund Giant Bridgewater, Sees More Pain Ahead

Ray Dalio founded Bridgewater Associates in his Manhattan apartment in 1975 and grew it into a hedge fund colossus—with about $150 billion in assets—through astute analysis of macroeconomic trends. Al...

Fed’s Waller says market has overreacted to consumer inflation data: ‘We’ve got a long, long way to go’

Federal Reserve Gov. Christopher Waller said Sunday that financial markets seem to have overreacted to the softer-than-expected October consumer price inflation data last week. “It was just one data p...

Ray Dalio Sees More Pain Ahead in This Debt Cycle

Ray Dalio founded Bridgewater Associates in his Manhattan apartment in 1975 and grew it into a hedge fund colossus—with about $150 billion in assets—through astute analysis of macroeconomic trends. Al...

Investors may be whistling past the graveyard of a recession with latest rally in stocks

Investors feeling giddy about last week’s sharp rally for stocks might want to give a listen to Tom Waits’ song, “Whistlin’ Past the Graveyard” from 1978, to sober up for the dangers that still lurk a...

Judge Blocks Student Debt Relief Program. What That Means for Navient.

A federal judge from Texas blocked President Joe Biden’s student debt relief program on Thursday. This could be good news for lenders like Navient In August, Biden announced his student loan debt plan...

U.S. stocks could rally another 25% now that Fed no longer has ‘back against the wall’ in inflation fight

One of Wall Street’s most implacable bulls has laid out his argument for why he thinks U.S. stocks can continue to rally into the year’s end after Thursday’s game-changing October inflation data. Tom ...

Crypto and tech are the first dominoes to fall as stimulus liquidity dries up, says this money manager. Here’s what could happen next.

Read: Sequoia on its FTX investment: Some surprise to the upside, and some surprise to the downside JPMorgan is predicting a “cascade of margin calls, deleveraging and crypto company/platform failures...

Market Losses Can Reduce Your Tax Bill for Years. Here’s How.

This year’s market mayhem could shave your tax bill for years to come. With just weeks to go, 2022 is poised for steep negative annual returns in both stocks and bonds, a correlated collapse that has ...

‘Voters are looking for help’: With control of Congress too early to call, here are 3 burning tax questions

A day after midterm elections, it remains uncertain whether either party will end up with Congressional control or whether it will be a divided Congress — and that has consequences for these tax quest...

‘We’ve seen this before,” warns BofA. Why inflation could take until 2024 to fall to 3% and weigh on stocks.

U.S. stocks roared higher Thursday after October’s consumer-price index showed inflation rising at a less aggressive annual pace than expected, spurring hopes that the Federal Reserve’s inflation flig...

U.S. Treasury says currency-market intervention should be reserved for ‘very exceptional circumstances’ in response to Japan’s September move

The U.S. Treasury Department on Thursday said it expects currency-market interventions, like Japan’s in September, should be reserved for exceptional circumstances, as it kept Tokyo on a list of partn...

‘It’s a touchy subject’: My in-laws live in our basement. They gave us our 20% down payment. Should we charge them for renovations?

Last year, my husband and I approached my in-laws to see if they wanted to live with us. We had learned that my father-in-law had terminal cancer but could still live five to seven years in remission,...

Semiconductor stocks have bounced from 2022 lows — and analysts expect upside of at least 28% in the next year

For investors aiming to take advantage of stock market declines, the obvious question is: How far is too far for stocks to fall? The semiconductor industry, a standout performer during the reopening o...

‘Only time will tell if September was the nadir:’ Zillow reports sharp home-value declines in these cities, amid grim outlook for U.S. housing market

Winter is coming, and the real-estate market is slowly coming to a standstill. According to a new report by Zillow Z, -1.63%, the typical home in the U.S. saw its value barely inch up between Septembe...

Why Higher Interest Rates Won’t Solve the Inflation Problem

Interest rates are heading higher, and the economic toll from the rapid, ongoing rise in the cost of credit is only starting to unfold. But higher rates won’t fully fix the inflation problem. There ar...

Apple Issues iPhone Supply Warning. But the Real Issue Is Demand.

Big Tech just can’t catch a break. After a dismal earnings season, in which Apple was one of the only bright sparks, the tech giant offered up its own bad news Sunday. Apple said Covid restrictions in...

2-year Treasury yield pulls back from 15-year high after October jobs data

U.S. Treasury yields saw a mixed finish Friday, with the yield on the 2-year note rising edging down a day after ending at a more-than-150-year high as investors assessed a stronger-than-expected Octo...

Pfizer Stock’s Post-Covid Future Looks Healthy

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or rec...

Credit carnage spurs bargains on bonds tied to $16 trillion pile of U.S. household debt

Big bargains have made a roaring comeback on bonds tied to the $16.2 trillion pile of U.S. consumer debt. Higher borrowing costs, tighter credit conditions and sharp losses have been defining forces o...

Fed warns of ‘low’ market liquidity in $24 trillion Treasury market, in latest financial stability report

The Federal Reserve on Friday confirmed what many investors were saying for some time: the $24 trillion Treasury market has been experiencing low levels of market liquidity in recent months. The centr...

New stock-market lows ahead? What investors need to know as Fed signals rates will be higher for longer.

Federal Reserve Chairman Jerome Powell sent a clear signal interest rates will move higher and stay there longer than previously anticipated. Investors wonder if that means new lows for the beaten-dow...

Higher Rates Hammer Home Buyers—and Make Mortgage REITs Lucrative for Investors

It’s instructive and often amusing to see how the popular media cover economic and financial news. You can get a handle on the public’s sentiment from how they treat those topics, which usually varies...

Get ready for some bullish history to repeat with these stocks, says BofA analysts

Stagflation is coming, but with that comes a silver lining for some equities if history is any guide. That’s according to strategists at Bank of America, who see a macro backdrop that continues to ref...

Traders are loading up on bets against the stock market — and this time, it’s not a contrarian signal, says Citi

Markets continue to absorb the reverberations from this week’s Federal Reserve policy decision. The S&P 500 SPX has given up a chunk of its latest rally after Chair Jerome Powell suggested it was ...

‘Oh, my gosh, why am I not in the market?’ This forecaster says investors will be shocked by what’s about to happen next.

Slower, but higher rates and no pivot this side of Christmas. That was the message from Fed Chairman Jerome Powell after the central bank’s fourth-straight jumbo hike. Bruised investors continue to se...

Hedge fund giant Elliott warns looming hyperinflation could lead to ‘global societal collapse’

“Investors should not assume they have ‘seen everything’” That was from executives at leading hedge fund Elliott Management, who warned that the world is heading towards the worst financial crisis sin...

What’s next for markets after Fed’s 4th straight jumbo rate hike

What’s next for markets now that the Federal Reserve has delivered its fourth and possibly final jumbo rate increase of 75 basis points? Well, a lot, actually. A sometimes tumultuous third-quarter ear...

Dow ends 500 points lower, Nasdaq falls 3.4% after Fed raises rates, Powell signals terminal interest rate will be higher than expected

U.S. stock indexes finished a volatile session with losses on Wednesday after the Federal Reserve announced the fourth straight jumbo increase in its benchmark interest rate and hinted at a potential ...

Opinion: How Powell pivoted away from the Fed’s dovish message and tanked the markets

Fed Chair Jerome Powell is learning on the job. He didn’t repeat the mistake he made in his July press conference, when he said some things that markets interpreted as signs that the Fed was wavering ...

Fed approves another jumbo interest-rate hike but also signals go-slower strategy

The Federal Reserve on Wednesday approved the fourth straight jumbo increase in a key U.S. interest rate and signaled rates are likely to go higher than previously forecast. Yet the central bank also ...