The US economy is likely going to be in the backdrop of a flatter yield curve for quite some time because the Fed is going to be raising rates, but they are going to be telling the markets that their end game is probably much lower than where they thought it was, said Ellen Zentner of Morgan Stanley. A lot …
One Man’s Opinion: Will The Financial Sector Perform Well Once Rates Rise?
The US economy has been growing at around 2-2.5 percent for a couple of years now while the business cycle has remained nearly flat, said Rob Morgan, chief investment officer at Sethi Financial Group. While the economy grinds along, among asset classes, equities are likely to do well though P/E multiples are on the higher side, and some stocks are …
One Man’s Opinion: Is The US Fed Is More Worried About The International Economy?
The latest Fed minutes show the central bank is in no hurry to raise rates, and the US central bank is likely to wait until 2016 before making any move, said Lindsey Piegza, chief economist at Sterne Agee. Right now the Fed’s focus is the international economy, which reflected in their January statement for the first time. The rapid rise …
One Man’s Opinion: Will Europe And Japan See Faster Earnings Growth?
US markets are getting tired and valuations are certainly looking a bit expensive when already this year Europe and Japan have massively outperformed the US market, said Larry Kantor, head of research at Barclays. While both the US and Europe are benefiting from low inflation and low oil prices, the dollar has strengthened while the euro has gone down, indicating …
One Man’s Opinion: Should Investors Prepare For A Higher-Rate Environment Next Year?
Black-Friday might be an interesting event to measure consumer confidence in the US and increasingly in Europe, but it’s the central banks that investors really need to watch, said Niall Quinn, managing director at Eaton Vance Management. The strong consumer confidence in the US shows the US economy is improving, despite the Federal Reserve moving toward normalization of interest rates. …
One Man’s Opinion: Is The Federal Reserve Likely To Defer Rate Hikes Since Inflation Has Remained Weak?
The recent turmoil in the markets caused by Portuguese lender Banco Espirito Santo almost looked like a mini panic as a lot of investors jumped the gun assuming another credit crisis has hit Europe, said Brian Jacobsen, Chief Portfolio Strategist at Wells Fargo Advantage Fund. However, it may well turn out to be a good buying opportunity as markets are …
- Page 1 of 2
- 1
- 2