Sep 13, 2024 | Markets
Jim Cullen stays disciplined while peers chase growth trades Money manager has endured market cycles over six-decade career Jim Cullen knows the urge. Embattled cheap-stock managers sense their careers are under siege, ignore their mandate — and grab a few expensive...
Sep 13, 2024 | Markets
State banks were seen selling long-dated bonds to cool rally Inflows into bonds will continue given weak economy: analyst China’s bond traders defied signs of intervention to push sovereign yields to a record low, setting the stage for a showdown with authorities...
Sep 13, 2024 | Markets
Hi, I’m Philip Glamann in Beijing. Worries about falling prices and the threat they pose to the world’s second biggest economy are reaching a crescendo. Specifically, people are concerned that if the Chinese government doesn’t act quickly to address deflation, the...
Sep 12, 2024 | Markets
Such funds may be exerting a bigger influence on broad market Rebalancing flows have grown bigger as volatility returns After weeks of stomach-churning volatility, Wall Street pundits are blaming a burgeoning leveraged investment strategy for exacerbating stock-market...
Sep 12, 2024 | Markets
Ron Temple says tariffs could rekindle threat of stagflation Recommends defensive plays, staples, infrastructure stocks Donald Trump’s plans to impose sweeping tariffs on foreign-produced goods are likely to reignite the risk of high inflation and low US economic...