by Lance Roberts | Feb 2, 2024 | alerts, Markets/Economy, Real Investment Advice
As the financial markets grind higher, retirement savers have consciously decided to add more to equity risk. Such was the result of a recent Bloomberg survey. “Retirement savers want more stocks in their portfolios as a hedge against inflation, potentially offering a...
by John Mauldin | Feb 2, 2024 | alerts, Markets/Economy, Mauldin Economics
Modern economies, even small ones, are unfathomably complex. The number of variables is far more than any human can comprehend or any model can track. It’s really no wonder so many forecasts are wrong. In my 2024 forecast letter I predicted “A Muddle-Through Year.”...
by Bloomberg.com | Feb 2, 2024 | alerts, Markets/Economy
Drop in shares follows New York Community’s surprise loss Analyst says there’s ‘an unbelievable amount of skittishness’ Investors concerned about the surprise loss and dividend cut at New York Community Bancorp this week have dragged down the shares of other US...
by Bloomberg.com | Feb 2, 2024 | alerts, Markets/Economy
Investors not bothered by change in timing of rate cuts: BofA Magnificant Seven technology stocks driving S&P 500 returns The rush into technology stocks is resembling the bubble of 1999, reflecting an assumption that the economy will perform strongly despite...
by Bloomberg.com | Feb 2, 2024 | alerts, Markets/Economy
Roche, Adidas and BNP Paribas have disappointed on profit Only 45% of Stoxx 600 firms have so far exceeded estimates The earnings season in Europe is off to one of the worst starts, with JPMorgan Chase & Co. data showing the fewest companies beating estimates in...
by Bloomberg.com | Feb 2, 2024 | alerts, Markets/Economy
Investors not bothered by change in timing of rate cuts: BofA Magnificant Seven technology stocks driving S&P 500 returns The rush into technology stocks is resembling the bubble of 1999, reflecting an assumption that the economy will perform strongly despite...
