Fiscal policy

Fed sparking irrational market optimism over potential rate cuts, former FDIC Chair Sheila Bair warns

Market optimism over the potential for interest rate cuts next year is dangerously overdone, according to former FDIC Chair Sheila…

Bond yields could race through 5% in next couple of weeks, market forecaster Jim Bianco warns

Wall Street forecaster Jim Bianco expects Treasury yields to go a lot higher — and possibly overshoot through 5% in…

A.I. trade is leaving investors vulnerable to painful losses: Evercore

The artificial intelligence trade may be leaving investors vulnerable to significant losses. Evercore ISI’s Julian Emanuel warns Big Tech concentration…

‘Easy money is behind us, the hard money is now,’ Stifel’s chief strategist warns

Stock pickers may have a clear edge over passive investors. According to Stifel’s Barry Bannister, the market is on a…

Market may ignore recession for first time since 1945, RBC’s top strategist Lori Calvasina finds

Wall Street may be ripping a page out of the post-WWII era. According to RBC Capital Markets’ Lori Calvasina, stocks…