industry news

Stock markets to fall another 40% as severe stagflationary debt crisis hits over-leveraged global economy

Stock markets to fall another 40% as severe stagflationary debt crisis hits over-leveraged global economy

NEW YORK (Project Syndicate)—For a year now I have argued that rising inflation would be persistent, that its causes include not only bad policies but also negative supply shocks, and that the banks’ attempt power plants to fight it would result in an economic hard landing. When the recession does come, I warned, it will …

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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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Here's why investors should start betting on Apple and the stock market now

Here’s why investors should start betting on Apple and the stock market now

Sometimes it pays to not dismiss market traditions. They said September was generally bad. They were right. The S&P 500 SPX will enter the last trading day of the month having lost 7.95%. Worries about inflation and higher borrowing costs – not to mention a bond crisis in the UK – have taken their toll. …

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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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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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The Crypto Correction Shows the Market is Working

The Crypto Correction Shows the Market is Working

Text size Crypto regulation must address the real issues of money laundering, sanction evasion, terrorist financing and other criminal behavior, as well as the implications of this new technology for the traditional monopoly of nation states on monetary policy. The time of dreams About the authors: JAmil N. Jaffer is the founder and executive director …

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