Latest news with #strategists
The Standard
a day ago
- Business
- The Standard
Substantial weakening of US dollar seen in next two years
Strategists at Morgan Stanley forecast the Dollar Index to drop to a level last seen during the COVID-19 pandemic by mid-2026. Photo by REUTERS
Bloomberg
2 days ago
- Business
- Bloomberg
JPMorgan Strategists Warn US Stock Rally at Risk From Stagflation
Higher prices and weaker US economic growth over the summer are likely to threaten the S&P 500's rally, according to JPMorgan Chase & Co. strategists. 'Post the recent bounce, we think softer leg is in store next, which could resemble a bit of a stagflationary episode,' the team led by Mislav Matejka wrote in a research note.
Bloomberg
4 days ago
- Business
- Bloomberg
Muni Market Braces for ‘Mega Calendar' of Fresh Supply Next Week
The municipal-bond market is gearing up for a surge of supply in the coming week, adding to the onslaught of issuance seen in 2025. JPMorgan Chase & Co. strategists are calling for $17.7 billion of tax-exempt bond sales next week, which would be the third-largest amount on record. They dubbed it a 'mega calendar.'
Bloomberg
22-05-2025
- Business
- Bloomberg
Bond Investors Threaten Popular Hedge-Fund Bet on Swap Spreads
A surge in long-term bond yields is once again threatening to upend a crowded hedge-fund bet that Treasuries will perform better than interest-rate swaps. The trade is at risk of falling apart as borrowing costs for the world's biggest economies soar, diminishing the returns in US government debt against the swaps. That's a problem for hedge funds and other traders who piled into the bet in recent weeks, as well as the chorus of Wall Street strategists who've been recommending it.
Bloomberg
20-05-2025
- Business
- Bloomberg
JPMorgan Makes a Bold Call for Europe Stocks to Beat the US
The underperformance of US stocks relative to Europe has been a persistent theme in 2025, even as investor sentiment towards American equities has veered from wildly optimistic to end-of-the world gloomy to mildly bullish. Even so, this will come as a bit of a shock to some: Targets set by JPMorgan imply that European stocks could outperform the US by a record 25 percentage points this year. That's the key finding in our latest survey of investment bank strategists about the outlook for European equities.
