David Kelly said he's "convinced that inflation is going to get down to 2% on its own."
Buyout firms are readjusting to an environment of higher interest rates that's making it harder to finance deals and juice returns.
The boom-bust cycle, which refers to economic expansion and contraction that repeats itself, is back, he said.
The bulls almost can't win if the economy stays strong and the Fed ups rates, economist Ed Yardeni said.
You might want REITs. You might want tech firms that act as utilities. Some portfolio managers weigh in.
The bar is much higher for the Federal Reserve to back down from its plans to aggressively raise interest rates.
There are real risks to the U.S. economy from China's lockdowns and a lingering war in Ukraine.
The recent disruption in financial markets may be just getting started, inflicting damage on the broader economy.
“It is almost a given that it will end badly,” he said.
The credit derivatives market is treating New Jersey’s largest homebuilder as if it’s about to default.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
