Economy & Markets

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Morgan Stanley Strategists See Inflation As Key For Path Of Stocks

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The firm says investors are getting mixed messages from key economic data.

Bond Market Parties On As Jobs Data Revive Fed Rate-Cut Bets

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Data showing a softening job market raised investors' hopes for rate cuts starting this year.

El-Erian Says 'Goldilocks' Jobs Report To Please Fed, Markets

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The economist said the new data should bring relief to global markets.

JPMorgan Unveils IndexGPT In Next Wall Street Bid To Tap AI Boom

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The bank launched a new range of thematic investment baskets that were made with the help of AI.

Vanguard Urges Investors ‘Right-Size' Toward Bonds On Fed Delay

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The world's second-largest asset manager sees the potential for better risk-adjusted returns for bonds than stocks.

Jobs Post Smallest Gain In Six Months As Unemployment Rises

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A new report signaled further evidence that demand for workers is moderating.

Bill Gross Says Total Return Strategy He Pioneered Is 'Dead'

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The billionaire investor known as the "bond king" said that yields nowadays don't allow much room for price appreciation.

J.P. Morgan's Kelly Says Economy Far From Miserable, Sees Rate Cut This Year

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Strategist David Kelly noted that the so-called "misery index" is at one of its lowest points in 60 years.

U.S. Labor Costs Rise By Most In A Year As Productivity Cools

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Productivity rose at a 0.3% annualized rate after a 3.5% gain in the prior period.

Jerome Powell Offered Markets A Reprieve. It Vanished In A Blink

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Investors are now unsure if rates will be cut at all this year.

A Biden Victory Favors Growth Stocks; Trump Would Benefit Value

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Both candidates appear unlikely to address the federal debt time bomb.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

The Art Of Trouncing An Index

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The Needham Aggressive Growth Fund has a knack for finding big winners.

Does The Growth Rally Have Extra Innings?

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Market strategists evaluate the crowd enthusiasm and ponder a pivot to value.

Should Investors Sell In May?

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April seems set to break a streak of five positive months for stocks that stretched from November through March.

A Drought Of Treasury Bills Risks Muddying End Of Fed's Balance-Sheet Tightening

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Traders are wary that the dwindling amount of notes available could fall far short of demand.

Rogoff Says Markets Will Thwart Any Political Pressure On Fed

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Market reactions would throw a "cold bucket of water" on any president who tries to manipulate the Fed, he said.

The End Of Magical Debt Thinking

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With higher interest rates, the idea that any economic problem can be solved with more government borrowing has become untenable.

Labor Costs Rise By Most In Year In Sign Of Wage Pressures

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The index that measures wages and benefits increased 1.2%.

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