Strategist Savita Subramanian says there's a case to be made for a rally in cyclical stocks that have underperformed.
Despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.
The firm's David Kelly has a message for longer term investors stung by this year's downturn.
Just focusing on the Feds fund rate is a mistake, economist Ed Yardeni said.
The bank is forecasting that the U.S. economy will lose about 2 million jobs next year.
Home sales are also starting to show "markdowns."
“Quietly, slowly, laboriously, I'm beginning to become less bearish,” he said.
Cooperman said buying bonds "makes no sense" with the spread between inflation and bond yields.
If there is a recession, he predicted it would be "on the shallower end."
Investors will have to be more selective to succeed in the new environment, she said.
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