Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.…
Tag: interest rates
Herro Talks EMs, Interest Rates, and What Worries Him
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)
Siegel: Rates Won't Rise As Much As Feared
Over the past five years, stock returns have been well above their long term average. But over the last ten years, they remain below the average. So what does Wharton…
Gross: Bubbles? No. Lower Returns Ahead? Yes.
PIMCO bond guru Bill Gross says the Federal Reserve is confronted with a big challenge in trying to determine a “neutral” interest rate that will accomplish all its goals —…
Rosenberg: Rate Hike Impact A Ways Away
Worried about the interest rate hikes that may be coming sooner than many had expected? Top economist David Rosenberg says to relax. (more…)
Gross: Low Rates May Be Obstructing Recovery
Could central banks’ near-zero interest rate policies actually be hampering growth rather than stimulating it? PIMCO’s Bill Gross says that may well be the case. In an op-ed piece for…
Siegel: Market Still Cheap -- Very Cheap
Wharton Professor and author Jeremy Siegel says stocks are more attractively priced than they’ve ever been during ultra-low interest rate periods, and says investors looking for yield should turn to…
Sonders Sounding Bullish, Sees Possible Return of Animal Spirits
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a number of concerns about the global economy remain, several positive signs — including falling correlations, improving employment conditions,…
El-Erian Talks Deficit Reduction, Interest Rates
PIMCO’s Mohamed El-Erian says he’s more optimistic than he was a few months ago about U.S. deficit reduction, though he says it’s a complex issue that won’t be easy to…
Siegel: Fed Needs to Start Thinking about Rate Hikes
Wharton professor and Stocks for the Long Run author Jeremy Siegel says recent inflation numbers are “a bit troubling”, and thinks the Federal Reserve by this coming autumn should begin…