Insight from Wall Street: First Bank’s Recession Call Now Forecasts Narrow Landing
Tuesday appears to signal a potential stabilization in the bond market, as more analysts pivot towards expecting the first U.S. rate cut to occur in the summer. However, the stock market is exhibiting volatility as investors grapple with this shifting perspective. Recent robust job and growth data, coupled with a more cautious stance from Fed […]
Navigating the ‘Pain Trade’ in 2024: Potential Reversal of Stock and Bond Market Fortunes
Incorrectly timing rate cuts poses a significant risk, warn strategists at TS Lombard As the market embarked on a robust “everything rally” fueled by high expectations of imminent interest rate reductions by the Federal Reserve to avert a recession, the risks of miscalculating the timing of these cuts are emphasized by Skylar Montgomery Koning and […]
From Battle to Recovery: What’s Next for Investors in 2024?
For the second consecutive year, U.S. Treasurys have exerted a significant impact, resembling a wrecking ball with volatile swings in yields dictating the tone for the stock market and various assets. As the year draws to a close, the market appears more stable, experiencing renewed buying interest that has driven the benchmark 10-year Treasury yield […]
