NEW YORK U. S. President Donald Trump's tariffs confrontation with China may force global bond investors to rethink exposure to emerging markets despite robust 2019 gains, according to a Wall Street portfolio manager of $17 billion of emerging markets (EM) fixed-income.
NEW YORK America's $6 trillion of commercial property markets show no signs a U.S. recession is on the way, with builders, lenders and buyers treading cautiously after a soft first quarter, an industry economist said on Monday.
NEW YORK The Federal Reserve will pivot to sizable buying of Treasuries in global markets as early as late 2019, despite plans by U.S. central bankers to soon stop selling securities from its $3.9 trillion inventory, according to a Wall Street rates strategist.
NEW YORK Federal Reserve policymakers have no reason to change U.S. interest rates anytime soon but will startle global markets by resuming rate hikes rather than pivoting to cuts, according to a leading Wall Street money manager.
NEW YORK Dovish investors are going to be disappointed by the Federal Reserve's policy-setting open market committee who are meeting now and should hedge against policy outcomes likely to rattle global markets, Weeden & Co. derivatives strategist Michael Purves said on Tuesday.
NEW YORK Slower overall growth is the new normal for China, but the globe’s second largest economy still holds much promise for choosy foreign investors, according to U.S. portfolio manager Kera Van Valen, who helps manage over $17 billion in assets.
NEW YORK U.S. central bankers are done raising domestic interest rates amid signals from Asia and Europe that global economic growth is sputtering, according to RBC Wealth Management's lead fixed-income strategist.
NEW YORK The U.S. government's partial shutdown might be enough to tip America's economy into recession if it runs longer than another month, a former White House aide said on Thursday.
NEW YORK U.S. equity short sellers are rooting for a Republican sweep of Congress in U.S. elections on Nov. 6, which are seen as partly a vote on President Donald Trump's pro-business policies, a leading Wall Street short seller said on Monday.