The star Morgan Stanley strategist, who nailed the 2022 bear market, issued a mea culpa after his rough 2023.
Resurgent risk appetite from reinsurers suggests the acute phase of the state's property crisis may be ending.
The consensus among economic forecasters still sees a 64% chance of recession in the next 12 months.
Hot markets, while seductive, can also be dangerous.
Ultimately, it was never going to be easy for consumption and earnings to fall off a steep cliff so soon.
Commercial property REITs have been crushed much more than the real estate itself.
Junk bond and equity risk premiums show banking turmoil could have a lasting impact on investor psychology.
The central bank is likely to pay a price for its late start in raising rates, and SVB could be just the beginning.
The latest consumer price index shows why the central bank can't abandon its inflation fight just yet.
The Fed chair's comments sent markets lower, but the narrative could change as soon as Friday with fresh jobs numbers.
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