bond markets

Stocks and bonds are 'discounted for disaster' after worst period for investors in 20 years

Stocks and bonds are ‘discounted for disaster’ after worst period for investors in 20 years

Things could always get worse. The S&P 500 SPX index, -1.51% Friday cemented its worst monthly percentage decline since the March 2020 pandemic lockdowns, but also joined the Dow Jones Industrial Average DJIA, -1.71% and the Nasdaq COMP composite index, -1.51% booking the worst and first 9-month period since 2002, according to Dow Jones Market …

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'Painfully Slow Capitulation': Why Investors Keep Getting Inflation Wrong

‘Painfully Slow Capitulation’: Why Investors Keep Getting Inflation Wrong

A brutal third quarter in financial markets ended on Friday and one thing is crystal clear: inflation is the most important factor driving asset valuations right now and yet few, if any, are able to accurately predict where it is likely to go. . The reason? Professional forecasters, policymakers and traders all continue to dismiss …

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Rate hikes spook the market, but equity investors focus on the wrong rate

Rate hikes spook the market, but equity investors focus on the wrong rate

The stock market was spooked by rising interest rates. Let’s think carefully, from a value investing perspective, about these fears. Warren Buffett has argued that investors should think of stocks as “bonds in disguise,” in that stocks pay dividends, analogous to coupons paid by bonds, and can be valued the same way. Bonds are regularly …

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The UK is grappling with an economic crisis of its own making |  CNN Business

The UK is grappling with an economic crisis of its own making | CNN Business

London CNN Business — A week ago, the Bank of England took a hit in the dark. He raised interest rates by a relatively modest half a percentage point to fight inflation. He couldn’t know the magnitude of the storm that was about to break. Less than 24 hours later, the government of new British …

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Falling stocks and bonds jeopardize technology, the dollar and private equity

Falling stocks and bonds jeopardize technology, the dollar and private equity

Text size Japan had to step in to support the decline of the yen for the first time since 1998, even as it tries to keep interest rates low. Akio Ko/Bloomberg The world has been addicted to cheap money for years. Now we see what the withdrawal looks like. The lifting of interest rates from …

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