by Bloomberg.com | Oct 27, 2023 | alerts, Markets/Economy
Active manager poll, positioning show investors reduce risk Bond volatility adds pressure amid a mixed earnings season The VIX is at 20, stocks are on the brink of their worst October in five years, and every other day the bond market throws a fit. For equity bulls...
by John Mauldin | Oct 27, 2023 | alerts, Markets/Economy, Mauldin Economics
The ancient Greeks had a word κάθαρσις, which in English we now spell as “catharsis,” although it’s pronounced basically the same. It originally referred to purifying religious ceremonies, medical treatments, and so on. Aristotle was the first we know to have used the...
by Lance Roberts | Oct 27, 2023 | alerts, Markets/Economy, Real Investment Advice
Economists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street economists. To wit: “In the latest quarterly survey by The Wall Street Journal, business and academic economists lowered the probability of a recession within the next...
by Bloomberg.com | Oct 27, 2023 | alerts, Markets/Economy
Longer-term inflation expectations also rose in October News of war weighed on University of Michigan sentiment gauge US near-term inflation expectations rose in October to a five-month high as consumers feared higher prices at the gas pump, reinforcing downbeat views...
by Bloomberg.com | Oct 26, 2023 | alerts, Markets/Economy
Meta falls Thursday, in the wake of Alphabet and Tesla Selloff could push S&P 500 down 10% from its recent high The so-called Magnificent Seven technology companies that have powered this year’s US stock rally are posting disappointing earnings, wiping about $386...
by Yahoo.com | Oct 26, 2023 | alerts, Markets/Economy
Big Tech earnings aren’t providing a clear story at a time when the stock market needs one. A look at Microsoft’s results tells investors that business-to-business spending might be picking back up and declines in cloud spending have bottomed. A peek...
