Everyone hates bonds right now. And fair enough — there are several obvious reasons to hate them. Returns have been terrible, inflation risk is lurking around the corner, fiscal concerns are running ...
International stocks, emerging markets and gold will shine in the second half of the 2020s, as investors have made clear that it’s time for anything but bonds, Band of America says.
Investors worried about the sustainability of the bull market should pay attention to Japanese bond yields, according to self-described Uber Bear Albert Edwards. Edwards said back in May that spiking ...
The equity rally that has carried major indexes through four strong years is now colliding with worries about inflation, policy and politics, yet the core backdrop for risk assets still looks ...
The stock market has powered through a series of shocks, from inflation scares to shifting interest-rate expectations, and is heading into 2026 with momentum that would have seemed unlikely a few ...
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