StreetInsider.com News Articles

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'

Mon, 09 Mar 2026 09:21:21 -0400

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'.

The analyst comments "We All Become Hostages of the Strait With Energy Up, Equities Down, Spreads Widening, Sovereign Yields Higher Globally: The war in Iran continued through the week, with the biggest economic impact being the closing of the Strait of Hormuz, along with Iran drones targeting energy infrastructure of all types around the Gulf. Oil finished the weak up +40%, U.S. Natural gas +11% and European Natural Gas +65%. Emerging markets are most at risk given their increased reliance on Middle East oil

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'

Mon, 09 Mar 2026 09:21:21 -0400

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'.

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'

Mon, 09 Mar 2026 09:21:21 -0400

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'.

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'

Mon, 09 Mar 2026 09:21:21 -0400

Amid Impacts via Hormuz Raymond James Says 'In general, we would expect large cap outperforms small cap'.

BofA on HY/IG Paper: 'Santa came early'

Mon, 29 Dec 2025 06:03:50 -0400

BofA on HY/IG Paper: 'Santa came early'

The analyst comments "Inflows were recorded across the fixed income spectrum over the last week. With the “santa rally” in full swing, the bid for beta returned with inflows into IG and HY credit continuing as government bond funds continue to struggle. Short term IG funds were able to recover from a rare outflow and overall have been the clear standout performer of the year. We note that despite similar levels of inflows for IG funds in this year and last, HY funds have underperformed significantly more. We think credit demand is likely to

BofA on HY/IG Paper: 'Santa came early'

Mon, 29 Dec 2025 06:03:50 -0400

BofA on HY/IG Paper: 'Santa came early'

Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'

Wed, 01 Oct 2025 12:37:56 -0400

Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'

The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable U.S. sovereign rating but highlights long-standing policymaking weaknesses and political brinkmanship around budgetary issues, Fitch Ratings says. The shutdown began on Oct. 1 after Congress failed to either agree on the 12 appropriations bills required to fund discretionary federal programs or enact a continuing resolution (CR) to maintain funding at prior levels.

A shutdown can see affected federal agencies halt operations and be obliged to furlough employees (with some exceptions), although employees are entitled to

Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'

Wed, 01 Oct 2025 12:37:56 -0400

Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'

Wed, 01 Oct 2025 12:37:56 -0400

Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'

Wed, 01 Oct 2025 12:37:56 -0400

Fitch: 'The U.S. government shutdown does not have near-term implications for the ‘AA+’/Stable'

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'

Mon, 22 Sep 2025 09:05:25 -0400

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'.

The analyst comments "Relative to our more cautious Fed path, market pricing is more consistent with a Fed that does not pay much attention to high inflation, pricing an increasingly lower Fed funds rate by end-2026 despite increasing inflation pricing. Perhaps the market is discounting a new dovish Fed chair and/or risks to Fed independence ahead. If that is the case, inflation will most likely remain above the target for the relevant forecasting horizon, potentially feeding into inflation expectations. According to our forecasts

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'

Mon, 22 Sep 2025 09:05:25 -0400

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'.

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'

Mon, 22 Sep 2025 09:05:25 -0400

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'.

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'

Mon, 22 Sep 2025 09:05:25 -0400

BofA: 'market pricing is more consistent with a Fed that does not pay much attention to high inflation'.

FOMC Lowers Target Rate Range 25bps to 400-425bps