Navigating The (New) Conundrum
Stronger-than-expected inflation and labor market data into the end of 2024 led to the US Federal Reserve's decision to pause ...
America’s debt cannot keep stacking up, says Jeffrey Gundlach
America’s sovereign-debt spiral has been building since Washington embarked on large budget deficits in the 1980s. As the tab rose from about 30% of GDP towards 100% in the 21st century, the Treasury ...
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Powell says Fed ‘well positioned’ for ‘risks and uncertainties’ that lie ahead
The Federal Reserve is prepared to keep its key interest rate unchanged for now as inflation remains elevated and the job ...
Don't Get Stuck In The Mud: There's A Better Pick Than CNH Industrial
CNH's Q4 performance was weak, with significant revenue and EBIT declines, inventory reduction efforts, and higher warranty ...
A 40% stock-market crash? How AI hype could unravel-and how investors can brace for a selloff.
U.S. technology stock crash. The Magnificent 7 tech stocks now make up 33% of the S&P 500 SPX by market cap, and with valuations already high, a return to the long-term price/earnings average alone ...
Tech crash, Powell firing, bond turmoil - these are one firm's possible, if unlikely, gray swans
A "Liz Truss moment" for U.S. Treasurys. The third gray swan harks back to 2022, when the former U.K. prime minister's short tenure caused surging U.K. government bond yields and financial markets ...