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Carl Quintanilla
carlquintanilla
(Bloomberg) - Forget the stock market or private credit. Fixed income will outstrip other asset classes after “a generational reset higher in bond yields,” according to one of the world’s biggest bond managers, Pacific Investment Management Co. 🇺🇸 @business pic.twitter.com/8i2jgeoYAn
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Carl Quintanilla
carlquintanilla
STIFEL: “.. We continue to forecast the S&P 500 corrects about -10% to ~4,750 before the end of 3Q 2024 .. The no-landing (albeit with soft growth) scenario .. with stickier-than-expected inflation (a moderate form of stagflation) places constraints on the Federal Reserve which… pic.twitter.com/gqCPFfVGMP
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Liz Ann Sonders
LizAnnSonders
S&P 500 still holding on to double-digit % gains in year/year terms ... well above long-term average [Past performance is no guarantee of future results] pic.twitter.com/Xba2K4ainj
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Liz Ann Sonders
LizAnnSonders
Some deterioration under the market's surface, but not yet showing up in significant increase in % of S&P 500 members making new 52-week lows pic.twitter.com/mC9pWExR9j
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