“Market Instability” Causes BOE To Reverse QT. Is The Fed Next?

by Lance Roberts | Oct 4, 2022 | alerts, Markets/Economy, Real Investment Advice

Market Instability Originally Appeared At MarketWatch “Market instability” remains the most significant risk to central banks globally. Despite their desire to combat surging inflation, market instability is a greater risk to global economies due to the massive...

JPMorgan’s Kolanovic Warns Anew on Policy Risk to S&P 500 Target

by Jess Menton, Bloomberg.com | Oct 3, 2022 | alerts, Markets/Economy

Bullish strategist’s 2022 price target is 4,800 for the index Kolanovic has previously urged investors to buy the dip JPMorgan Chase & Co.’s Marko Kolanovic reiterated that increasingly hawkish central banks and the destruction of the Nord Stream pipelines will...

Stock markets will drop another 40% as a severe stagflationary debt crisis hits an overleveraged global economy

by Nouriel Roubini, MSN.com | Oct 3, 2022 | alerts, Markets/Economy

PROJECT SYNDICATE NEW YORK (Project Syndicate)—For a year now, I have argued that the increase in inflation would be persistent, that its causes include not only bad policies but also negative supply shocks, and that central banks’ attempt to fight it would cause...

El-Erian Warns ‘Economic Accident’ Would Precede Any Central Bank Pivot

by John McCorry and Jonathan Ferro, Bloomberg.com | Sep 30, 2022 | alerts, Markets/Economy

Sees more volatility as tightening spurs financial instability Central banks won’t allow higher inflation without ‘more pain’ Mohamed El-Erian has a cautionary word for anyone anticipating an end to interest-rate increases from the Federal Reserve and other central...

Currency Crescendo

by John Mauldin | Sep 30, 2022 | alerts, Markets/Economy, Mauldin Economics

Big problems usually begin as small problems. We see that in nature, where small disturbances become hurricanes, and we see it in the economy, too. So, it shouldn’t surprise us if the economic disturbances of the last years compound into something bigger. Going into...

Mild Recession Likely To Be Worse Than Expected

by Lance Roberts | Sep 30, 2022 | alerts, Markets/Economy, Real Investment Advice

A recent MarketWatch article discussed JPMorgan’s Chief Operating Officer, Daniel Pinto, views about a coming mild recession. “Pento said he’s reluctant to shed talent right away and may look to pick up bankers let go by other firms as inflation feeds talk of layoffs...