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June 09, 2023 12:04 AM IST America’s economy is not experiencing the drastic slowdown that many analysts had expected in light of the Federal Reserve’s 15-month, often aggressive campaign to hit the brakes on growth and bring rapid inflation under control.
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June 02, 2023 04:11 PM IST While there are instances where value stocks disappoint investors during recessions, they are not more likely to do so than growth stocks
- June 02, 2023 01:17 PM IST
Despite the Russia-Ukraine war, high inflation, soaring interest rates, and concerns of an impending recession, the S&P 500 and Nasdaq 100 have surged significantly.
- June 02, 2023 09:23 AM IST
The worst fears of a deep recession in the developed economies is receding, a good sign for Indian IT companies
- May 29, 2023 07:14 AM IST
The tentative deal crafted by President Joe Biden and House Speaker Kevin McCarthy over the weekend — assuming it’s passed by Congress in coming days — avoids the worst-case scenario of a payments default triggering financial collapse.
- May 26, 2023 01:13 PM IST
Data released by the Federal Statistical Office on Thursday shows that Germany's gross domestic product (GDP) declined by 0.3 per cent from January to March. This follows a drop of 0.5 per cent in Europe's biggest economy during the last quarter of 2022.
- May 26, 2023 01:10 PM IST
Traditional banking, the play of forbearance, funding and cash flow characteristics, all combine to make Indian banks less vulnerable than their US counterparts
- May 26, 2023 09:50 AM IST
The impact of high-cost inventory is waning and the medium-term growth pro-spects are bright
- May 23, 2023 05:46 PM IST
In its latest assessment of the U.K. economy, the Washington-based fund said domestic demand had proven more resilient than anticipated in the face of the surge in energy costs.
- May 18, 2023 08:18 AM IST
Wrangling about the debt ceiling is political grandstanding. While everyone expects a last minute settlement, it's worth remembering that a similar impasse in 2011 resulted in a ratings downgrade for the US and nervousness in the markets
- May 18, 2023 07:14 AM IST
If an agreement is not reached by June 1, the US Treasury has said it could begin to run out of funds to pay the government's bills, potentially igniting a recession.
- May 12, 2023 08:26 AM IST
In this episode of Market Minutes, Shailaja Mohapatra talks about Bank of England's interest rate hike, vanishing recession in the UK, the biggest gainers and losers of MSCI rejig, and Q4 numbers of Asian Paints and Eicher Motors. Also, catch Sachin Jasuja of Centricity Wealthtech in Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, keys data points and developing trends.
- May 11, 2023 02:00 PM IST
The Fed is targeting 2 percent inflation, and there’s no way it would get to 2 percent this summer, the co-founder and co-chairman of Carlyle Group has said
- May 10, 2023 01:02 PM IST
The central banks' lack of understanding about the non-monetary components of inflation in times of war and crisis, driven by disruptions in supply chains is reflected in its policy to tackle inflation through a series of interest rate hikes
- May 10, 2023 06:18 AM IST
The downturn will occur at some point during the current quarter — even earlier than he previously expected, the billionaire founder of Duquesne Family Office said Tuesday during the 2023 Sohn Investment Conference.
- May 09, 2023 08:24 AM IST
Don’t shy away from buying physical gold due to fears of getting cheated or high bid/offer spreads. A visit to your local Zaveri Bazaar can be a profitable endeavour or if nothing else, then an educative one
- May 08, 2023 05:42 PM IST
Brent crude was up $1.83, or 2.4%, at $77.13 a barrel by 1200 GMT. U.S. West Texas Intermediate (WTI) crude gained $2.06, or 2.9%, to $73.40.
- May 08, 2023 02:17 PM IST
Production decreased by 3.4% on the previous month following a slightly revised increase of 2.1% in February, the federal statistical office said on Monday. In a Reuters poll, analysts had pointed to a 1.3% fall.
- May 05, 2023 03:13 PM IST
Even though LTCM failed 25 years ago, its ghost continues to linger and haunt financial policy. The lesson from LTCM's failure was that financial entities of all types and sizes could pose systemic risks
- May 05, 2023 11:13 AM IST
The trade defined as “long duration” is expressed by being overweight on gold, growth stocks such as technology companies and currencies (short USD), strategists including Nikolaos Panigirtzoglou and Mika Inkinen wrote in a note, adding the bet is far from crowded in rates due to the highly inverted yield curve.
- May 05, 2023 10:09 AM IST
Flatlining growth, slowing bank lending, inflation moderating and global banking wobbles all contributed to the ECB's decision to dial down the volume on monetary tightening.
- May 04, 2023 06:07 PM IST
Synchronised and aggressive rate hikes thus far make a case for deeper problems in the real economy, going ahead. Interest rate matters and there is a tremendous value in the yield curve which points to a strong probability of recession in the next 12 months
- May 05, 2023 06:52 AM IST
The brokerage said IT remained at its top underweight. BofA also said it remained underweight on staples, discretionary and telecom sectors. It continues to favor financial, industrials, cement, steel and select auto (two wheelers), utilities and healthcare as defensive plays. BofA remained normal weight on the energy sector
- May 04, 2023 09:11 AM IST
This could be an appropriate time to start portfolio construction as Fed commentary suggests that some of the financial stability concerns are abating
- May 04, 2023 07:15 AM IST
“Recessionary odds are pretty darn high right now,” Gundlach said in an interview on CNBC on Wednesday after the Fed’s decision to boost its benchmark rate by a quarter-point and hint at a pause in its tightening cycle.
