Strong US economic outlook buffers stocks against rising yields -Goldman
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Nassim Taleb warns rising US debt could turn into 'death spiral'
January 30, 2024 9:48 AM ESTBlack Swan author Nassim Nicholas Taleb warned that "a debt spiral is like a death spiral," and the US deficit is increasing to a point where it would take a miracle to reverse the damage.
In an article, Bloomberg reported that Taleb spoke at an event for Universa Investments on Monday night, the hedge fund he... More
Current S&P 500 rally is 'far more similar' to dotcom bubble than people think - JPM
January 30, 2024 7:28 AM ESTJPMorgan quant strategists, led by Khuram Chaudhry, have identified a plethora of similarities between the current rally in US stocks and the dot-com bubble, despite common dismissals of such parallels due to the distinct "irrational exuberance" of the latter period.
For Chaudry and his team, a key investor concern in 2024 should be the heightened and persistent concentration in the US equity markets.
He reminds investors that the top ten stocks on the MSCI USA Index, which includes the... More
JPMorgan's Kolanovic: Valuations continue to be stretched
January 29, 2024 2:23 PM ESTThis week is crucial for assessing the sustainability of mega-cap US tech stock valuations, according to JPMorgans top strategist Marko Kolanovic.
Investors expect significant earnings growth, anticipating earlier interest-rate cuts than Federal Reserve projections.
Kolanovic notes that as long as the market remains narrow and tech-driven, the US will likely outperform the Eurozone. He... More
