business news

Opinion: ‘Don’t just sit there, do something.’ The stock market is telling you to make some hard decisions with your money now.

I have always refrained from saying what legendary investor Sir John Templeton considered the four most dangerous words in investing: This time is different.” After months of talking to and reading the words of investment experts trying to find the right way to describe and forecast the US economy and stock market for 2023, I’m …

Opinion: ‘Don’t just sit there, do something.’ The stock market is telling you to make some hard decisions with your money now. Read More »

JPMorgan’s Kolanovic sees correction, hard landing

JPMorgan’s Marko Kolanovic is abstaining from the early 2023 rally. Instead, the Institutional Investor hall-of-famer is bracing for a 10% or more correction in the first half of this year, telling investors he’s “outright negative” on the market. “Fundamentals are deteriorating. And, the market has been moving up. So, that has to clash at some …

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A Summer of Sovereign-Debt Crises Could Be Coming. Is the Fed Ready?

Text size Conditions in the US were already enough to justify a pause in the US Federal Reserve’s rate-increase, Desmond Lachman writes. Kevin Dietsch/Getty Images About the author: Desmond Lachman is a senior fellow at the American Enterprise Institute. He was a deputy director in the International Monetary Fund’s Policy Development and Review Department and …

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A recession is coming, economists say. Some even think it’s already here

More than half of the nation’s business economists think the US will sink into recession in the next year, with manufacturers fearing the worst. Some 52% of economists polled by the National Association for Business Economics forecast a recession before the end of 2023. And 3% already think a downturn has begun. The economy has …

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The Fed Says It Won’t Cut Rates in 2023. Markets Disagree. Who’s Right?

Text size The Marriner S. Eccles Federal Reserve Board Building in Washington, DC. Kevin Dietsch/Getty Images About the author: Christopher Smart is chief global strategist and head of the Barings Investment Institute, and is a former senior economic policy official at the US Treasury and the White House. The US Federal Reserve could not be …

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Exxon Mobil Stock Should Shine, Even in a Recession

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed. Exxon …

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