Apollo’s Chief Economist Says a ‘Default Cycle’ Has Begun Due to Fed Hikes
Corners of the consumer and corporate market are beginning to feel the pain from the Federal Reserve’s ultra-aggressive rate hikes.
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The US Economy Keeps Growing, but the Vibes are Still Off: Morning Brief
The recession many feared would befall the US economy still isn't here. But a "vibecession" continues to linger.
The Earnings Recession is Here, and it's About to Get Even Worse
Second quarter earnings season begins in earnest this week, and the forecast is rather bleak.
China Slides to Brink of Deflation, Adding Stimulus Urgency
China’s consumer inflation rate was flat in June while factory-gate prices fell further, fueling concerns about deflation risks.
Pricey Stocks Mean Typical Earnings Season Boost Is Unlikely
‘Better than feared’ — a theme that fueled stock gains for the past two earnings seasons — is not going to be enough this time around.
When Good News About the Economy is Actually Good News
11 ways cynics argue any news is bad news.
JPMorgan Macro Fund Sticks to ‘Painful’ Bet Against Stock Rally
The narrative propelling the global stock rally since mid-March goes like this: The US economy will hold up fine in the face of higher interest rates.
