Section
Recession
45 posts
Recession Fear Investing
by William Smead, Smead Capital Management Dear fellow investors, A recession is two consecutive quarters of economic contraction.…
Are your clients prepared for a potential recession?
by Cory Christiana, Russell Investments Let’s face it, the last three years have been challenging for investors. The…
Recession Watch
by Kevin McCreadie, CEO, CIO, AGF Investments Inc. AGF’s CEO and Chief Investment Officer discusses the possibility of…
For much of the last 12 years markets have been in a Fed zombie trance...
Copyright © Larry McDonald, Bear Traps Report
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock 01 - A stagflationary shock The Russian invasion…
Jeffrey Kleintop: Recession in China
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, & Michelle Gibley, Charles Schwab & Co., Inc.…
Rising Risk of Stagflation
by Chris Brightman, Research Affiliates Key Points Trillions of dollars of deficit spending financed by money creation over…
Bull Market In Bonds Set To Return With A Vengeance
by Lance Roberts, RIA A bull market in bonds is set to return with a vengeance as the…
The Recession Watch
by Hubert Marleau, Market Economist, Palos Management Once again the war dominated the headlines, even though the economic…
Recession Blues: Unfounded Fear?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. The last time I wrote about…
War in Ukraine: Recession in Europe?
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. The past isn’t…
Morgan Stanley: Great Expectations on Earnings and Inflation
by Michael Wilson, Equity Strategist, Morgan Stanley Highlights: Our discussions with clients are narrowing to two primary topics:…
Did The Fed Over-React To A “Natural Disaster?”
by Lance Roberts, RIA Is it possible the Fed over-reacted to a natural disaster? There are two different…
Trying To Prevent Recessions Leads To Even Worse Recessions
by Jesse Colombo, Clarity Financial Deutsche Bank strategists Jim Reid and Craig Nicol wrote a report this week…
To fear or not to fear the yield curve
Does the U.S. Treasury yield curve always foretell a recession? With the spread between 10-year and 2-year Treasury…
