The Federal Reserve likely needs to cut rates to less than 1% to spur notable outflows, or longer-term Treasury yields need to dramatically rise from current levels, says portfolio manager Source link Joy Wiltermuth
Why investors are sticking with cash as bond yields climb on election jitters Read More »
Skyrocketing insurance premiums are a growing problem — and not only for homeowners. Source link Joy Wiltermuth
Rising insurance costs are another storm gathering over commercial real estate Read More »
Billionaires are betting against U.S. government bonds. But yields are climbing on good news about the economy, too. Source link Joy Wiltermuth
Employment and economic data already are surprising to the upside since the Federal Reserve cut rates in September Source link Joy Wiltermuth
Why a CPI surprise could trip up the Fed’s rate-cutting plans Read More »
Borrowers could face additional financial stress if their credit scores are affected. Source link Joy Wiltermuth
Student-loan delinquencies poised to rise substantially, according to Deutsche Bank Read More »
Jobs data still holds sway when it comes to the Fed and interest rates, making it crucial to a jittery market Source link Joy Wiltermuth
Investors fearing a scary start to October should focus instead on Friday’s jobs report Read More »
Buybacks are popular in a hot stock market and despite concerns about a potential increase to the 1% buyback tax Source link Joy Wiltermuth
Stock buyback programs surge in popularity in 2024, despite 1% tax Read More »
Researchers looked at how much $1 million invested in cash versus stocks would have earned over almost 100 years. Source link Joy Wiltermuth
‘There’s this debate between a hard landing, a soft landing or no landing that continues,’ says Lerner at Truist Advisory Services Source link Joy Wiltermuth
Stock investors face a gut-wrenching 3 months ahead after record market run Read More »
Long-term yields rose even though the Federal Reserve took a big bite out of interest rates on Wednesday. Here’s why. Source link Joy Wiltermuth
Bond market gets a Fed wake-up call after pricing in a recession Read More »
