“On the eve of recessions in 1990, 2001, and 2007, many Wall Street economists proclaimed the U.S. was on the cusp of achieving a soft landing, in which interest-rate increases corralled inflation ...
PIMCO Municipal Income Fund II is evaluated as an investment option at its current market price. The fund's income metrics are poor, and an income cut is likely. The discount to NAV looks tempting, ...
On this episode of The Long View, Mike Pyle, managing director and deputy head of the Portfolio Management Group at BlackRock, who also held economic policy roles in both the Obama and Biden ...
Macro trading strategies utilized for decades by hedge funds have swung back into favor in the last year and look to be here to stay, given the change in central bank policies that are likely to ...
It’s been a tough year for risk assets across the board, and it’s fair to blame the macroeconomic situation. A combination of factors has ignited a surge of inflation in developed economies and forced ...
We are raising our fair value estimate to $225 from $200 for wide-moat Palo Alto Networks PANW stock after the firm reported yet another stellar quarter with strong top- and bottom-line results.
The dental market is sluggish, with higher out-of-pocket costs driving sluggish volumes and trading-down for this macro-sensitive segment of healthcare. Dentsply Sirona Inc. is seeing these trends ...