Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to ma...
Tag: Federal Reserve
Black Friday Has Lost Its Punch for Retailers and the Economy
This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. Black Friday Said What? Talking Points BMO Capital MarketsNo...
Stock Market Looks Poised to Rally as Bond Yield Falls
Text size Michael Nagle/Bloomberg The worst may be over for the stock market. Key equity indexes continued their autumn rally, and there could be more gains before the end of the year, helped by conti...
Homebuilder Sentiment Drops Along With Housing Prices
| Getty Images Key Takeaways Home builder sentiment, measured by the National Association of Home Builders, fell in October. The report indicates that home builder sentiment has fallen for 10 consecut...
New-Home Sales Surge. It’s Still a Mixed Picture for Housing.
Text size Sales of new homes rose in October. Here: completed and under construction new homes in Trappe, Maryland. Jim Watson/AFP via Getty Images Sales of new homes unexpectedly rose in October, pai...
The Fed Minutes Are Today. Here’s What to Watch.
Federal Reserve officials have been laying the groundwork in recent weeks for the possibility that the central bank will ease off its aggressive monetary-policy tightening path and raise interest rate...
Recession-Proof Industries To Pump Up Your Portfolio
Getty Images Key takeaways As inflation continues – and the Federal Reserve hikes interest rates to fight it – a recession appears increasingly likely To compensate, many investors are looking to inve...
Fed May Lift Interest Rates to 8%-9%, Economist Says
The big question raging through financial markets is how much more the Federal Reserve will raise interest rates. Since it began its rate-hike campaign in March, the Fed has lifted the federal funds r...
It’s Time for the Stock Market to Worry About Recession
The stock market is so over the Federal Reserve—but that doesn’t mean it’s out of the woods just yet. Attention is now turning to the U.S. economy—and whether it sinks into recession will determine if...
The Federal Reserve Is Surely Not the Cause of Silicon Valley’s Swinging Ax
While the exclamation “that’s impossible” gives rise to a lot of slammed doors in the normal world of commerce, it cannot be stressed enough that the business environment in Silicon Valley is anything...
Fed Tightening Is Having More Impact Than You Might Think
We’ve learned a lot about the transmission of disease in the past few years. Ideas, good and bad, are spread similarly. Robert Shiller, the Yale University Nobel laureate, wrote in Irrational Exuberan...
Investors: Federal Reserve’s Inflation Fight Moves From ‘Passive’ To ‘Active’ Tightening
Fed Chair Jerome Powell Delivers Semiannual Monetary Report At Senate Hearing on June 22, 2022 in … [+] Washington, DC (Photo by Win McNamee/Getty Images) Getty Images The Federal Reserve’...
Schwab’s Liz Ann Sonders Sees Trouble Still Ahead. Where to Invest Now.
Though the U.S. stock market looks healthier than it did during its rough patch over the summer, Charles Schwab Chief Investment Strategist Liz Ann Sonders sees potential trouble still ahead, especial...
CarMax Breakdown A Bad Sign For Entire Auto Industry
NAPERVILLE, IL – JUNE 19: Cars sitting in the parking lot are reflected in the windows (Photo by … [+] Yana Paskova/Getty Images) Getty Images Investors have mostly looked past automotive ...
JPMorgan Forecasts ‘Mild Recession’ In 2023— Here’s What Major Financial Institutions Predicted This Week
Topline JPMorgan became the latest major financial institution to predict a recession in the U.S. in 2023—albeit a “mild” one—joining banking giants like Bank of America making similar projections eve...
Inflation Might Be Cooling But Thanksgiving Dinner Prices Are Still Red-Hot
Topline The cost of a Thanksgiving meal will be the highest ever this November, according to American Farm Bureau’s annual survey, an unfortunate reminder of the inflation headache that Americans, inv...
The Stock Market Is on a Tear. It’s Almost Time to Sell the Rally.
The stock market has seen a major rally recently. Another move lower looks likely. The S&P 500 closed Tuesday about 12% above its lowest close of the year, 3577, hit in early October. The main dr...
Stocks Rally Following Strong Inflation Report, Buffett Bets $4 Billion On Chipmakers
Topline Stocks surged Tuesday morning before settling into modest gains, with Berkshire Hathaway’s latest investments leading the rally, after another promising inflation report stoked hope the Federa...
This 10.5%-Yielding Portfolio Has The Perfect Mix For 2023
Red mark on the calendar at January getty Despite last week’s market pop, there are still plenty of terrific dividend buys out there. But don’t waste your time with lame payers like General Mills GIS ...
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...
3Q Earnings Weren’t Bad. But 2023 Estimates Could Be Ugly.
Wall Street expected 2023 earnings forecasts to drop after third-quarter results came in. That time has come. With companies that account for some 90% of the S&P 500’s market capitalization having...
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...
Biggest Stock Market Rally In Years Looks ‘Overdone’ Since Fed Has Yet To Beat Inflation
Topline Investors plowed into the stock market this week after a monthly inflation report ended a streak of worse-than-expected data this year, fueling the biggest rally in years on hopes the Federal ...
New York Fed, several big banks testing ‘regulated liability network’
The Federal Reserve Bank of New York is poised to unveil a proof-of-concept for “regulated liability networks” — an experiment around tracking and transmitting tokenized debt issued by an array of reg...
Dow Has Best Day Since 2020 On Inflation Optimism—But One Analyst Warns It’s ‘Yet Another Triumph Of Hope Over Reality’
Topline Stocks skyrocketed Thursday after the latest inflation reading revealed the Federal Reserve’s battle to bring down prices is finally bearing fruit, though experts say it’s merely the first ste...
This Is Why Today’s Inflation Number Is Not As Good As It Seems
Mary Daly, president of the San Francisco Federal Reserve Bank, poses for a photograph. (Photo by … [+] Nick Otto for the Washington Post) The Washington Post via Getty Images Today the Bureau o...
Dow Jumps 900 Points On Inflation Optimism — But It’s ‘Yet Another Triumph Of Hope Over Reality,’ One Analyst Says
Topline Stocks skyrocketed early Thursday after the latest inflation reading revealed the Federal Reserve’s battle to bring down prices is finally bearing fruit, though experts say it’s merely the fir...
Slowest Pace Since January But High Food, Rent Prices Remain ‘Problematic’
Topline Inflation grew at the slowest pace since January last month as the Federal Reserve’s interest rate hikes tank sectors of the economy in an effort to cool demand and tame rising prices—a potent...