You Searched For "business cycle" and got 20 results
Sort By:
2 mins read
The Dow Jones will eclipse 100,000 on a 'turbo booster' combo of earnings growth and Fed rate cuts, Wall Street CIO says
"Stock prices love strong earnings and lower interest rates," Main Street Research CIO James Demmer…
Matthew Fox
1 min read
The yield curve has been inverted for 18 months without a downturn - but the famed indicator isn't wrong, and a recession is near, strategist says
The inverted yield curve has predicted every recession since 1955, and this time won't be different…
Jennifer Sor
2 mins read
China may be shaking out of its slump, and its economy could grow 5% this year after a surprising first-quarter performance, BofA says
BofA still doesn't expect "a full-blown growth rebound" as China grapples with a real estate crisis…
Yuheng Zhan
2 mins read
Stocks are taking off on a 'liquidity rally' and will rocket to new highs in 2024, Fundstrat says
The Fed looks primed to slash interest rates by 100 basis-points next year, fueling a "liquidity ra…
Jennifer Sor
2 mins read
The US economy is flashing a recession warning that has only been wrong once in the last century, top economist says
An economic-downturn indicator with a nearly perfect track record is flashing a red warning sign fo…
Jennifer Sor
2 mins read
Stocks are following the same playbook they did in 2006, and rate cuts might not be the rocket fuel investors are hoping for, Morgan Stanley's CIO says
Gains following a late-cycle rate cut have been light compared to when the Fed cuts in the middle o…
Jennifer Sor
2 mins read
The US now has an 85% chance of recession in 2024, the highest probability since the Great Financial Crisis, economist David Rosenberg says
"Our conviction that the recession has been delayed but not derailed is still running at a high lev…
Matthew Fox
2 mins read
Global stocks will outperform bonds during 'soft-ish' landing in 2024, Barclays says
"This is not a soft landing, but when we also consider our low peak unemployment forecasts, it is d…
Filip De Mott
3 mins read
It's not just gold. Commodities from copper to cocoa are seeing huge gains in 2024.
"This is your classic late-cycle rally in commodities," Carlyle's Jeff Currie told CNBC, as raw mat…
Filip De Mott
2 mins read
S&P 500 is 'bizarrely overvalued' and could crash 49% as recession sets in, elite strategist says
Paul Dietrich of B. Riley Wealth said the stock market "bubble" was about to burst and could slash …
Theron Mohamed
2 mins read
An economist who recently forecast 9 rate cuts now predicts only 2 as growth picks up
"Based on data in recent months, we no longer feel it is appropriate to make a mild recession our b…
Matthew Fox
3 mins read
Why record-setting gold prices will fend off headwinds and see 30% more upside, according to famed economist David Rosenberg
Gold's recent rally has puzzled as macro headwinds typically weigh on gold prices. But David Rosenb…
Yuheng Zhan
2 mins read
Market doomsayer Jeremy Grantham says stocks are at 'illogical and dangerous' levels — and warns the AI bubble will pop
Bubble historian Jeremy Grantham warned that stocks are dangerously overvalued, AI hype will falter…
Theron Mohamed
1 min read
RBC says these 6 reasons explain why a recession will strike in the first half of 2024
The Wall Street firm assigned a 70% probability for a downturn next year, and it's "expected to inf…
Phil Rosen
2 mins read
The inventor of the market's most famous recession indicator says 3 factors will ensure a coming downturn isn't too painful
"Given the track record of the yield indicator, it is with great peril to ignore it," Campbell Hare…
Filip De Mott
1 min read
CHART OF THE DAY: There will be 152 rate cuts next year from central banks around the world, Bank of America says
That level of policy easing would mark the highest pace of rate cuts since the onset of the pandemi…
Matthew Fox
2 mins read
The stock market is only getting stronger as inflation falls and the Fed stops worrying about the labor market, Fundstrat's Tom Lee says
Inflation is falling and stocks are bound to move higher from here, according to the Wall Street st…
Jennifer Sor
14 mins read
Dating apps helped me find love. Now they've turned into a total scam.
When I joined Match in 2007, it saved my life. Today, Tinder, Hinge, and other apps are exhausting,…
Albert Fox Cahn
1 min read
Markets are in a new regime amid massive structural shifts. Here's what investors must do, according to BlackRock's top strategist
Aging populations, geopolitical fragmentation, and decarbonization, are stoking a shift in markets,…
Aruni Soni
2 mins read
The AI-fueled bull market in stocks could run for another 10 years, investment chief says
"The market's recent strength is indicative of a new and very real AI-led bull market and business …