Are stocks cheap or expensive? Warren Buffett says it all depends on what happens with interest rates. (more…)
Tag: interest rates
Where A Bond Guru Is Finding Value
Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth. (more…)
Top Fund Manager Still Likes US Stocks -- And EU Exporters
In a rare interview, top fund manager Mark Yockey says he thinks US stocks are still “really attractive,” and talks about the game-changing impact of the surging dollar and tumbling…
Siegel: Fed "Mostly Gets It"
Wharton Professor Jeremy Siegel, who had grown cautious on stocks recently, says the Federal Reserve’s lowering of interest rate projections has him feeling better. (more…)
Yardeni Sees Expansion And Bull Continuing -- But Valuations A Concern
Top strategist Ed Yardeni thinks it could be a while before we see the end of this economic expansion — and by extension the bull market. But he also says…
El-Erian: US Job Gains Impressive, But European Stocks To Outperform
Mohamed El-Erian says that while the latest jobs report isn’t perfect, it is “wow”-worthy — and that could actually mean US stocks will lag European equities in the short term.…
Schwab, Sonders On The Shifting Market Story
For years, the US economy pushed ahead at a tepid pace, quantitative easing reigned, and US stocks lacked competition from other assets. But now that story is changing, says Charles…
El-Erian Talks Jobs, The Fed, And Rates
Mohamed El-Erian says January’s jobs data was “very strong”, and may lead the Federal Reserve to start raising interest rates sooner than previously thought. (more…)
Dreman: Fed Creating "Financial Ebola"
Contrarian guru David Dreman says policymakers have created “a form of financial Ebola” that is threatening to wipe out the savings of many Americans. (more…)
Paulsen, Long A Bull, Sees Trouble Ahead For US Stocks
While many are touting the advantages the US has on the rest of the world right now, Wells Capital’s Jim Paulsen says that he’ll be underweighting US equities in the…