Bloomberg (July 20)
There seems to be a split “forming between a growing number of bearish yen watchers in Tokyo and their more positive foreign counterparts.” With the yen at a 24-year nadir, “strategists are debating whether one of the year’s hottest macro trades—sell the yen—is overdone.” In Japan, many think “there’s still plenty of time to pile on shorts,” but overseas “analysts from Sydney to Geneva… say time is nearly up on the trade as the yen slips further toward the key psychological level of 140 per dollar.”
Tags: 140 per dollar, Analysts, Bearish, Foreign, Japan, Macro trades, Nadir, Overdone, Overseas, Shorts, Split, Strategists, Tokyo, Yen
New York Times (May 21)
“The euro hasn’t fallen below the one-to-one exchange rate with the U.S. dollar for two decades. But as economic risks grow, more analysts predict deeper lows for the shared currency.” The U.S. currency is considered one of the safest havens “for money as the risk of stagflation — an unhealthy mix of stagnant economic growth and rapid inflation — stalks the globe.”
Tags: Analysts, Currency, Dollar, Economic risks, euro, Exchange rate, Growth, Havens, Money, Stagflation, Stagnant, U.S., Unhealthy
Fortune (April 24)
The U.S. may be experiencing “the hottest housing market ever recorded. Over the past 12 months, U.S. home prices are up a staggering 19.2%.” Analysts expected the market “would lose some steam” in 2022, but that “hasn’t come to fruition—yet.” Instead, things have actually “gotten a bit hotter, with housing inventory on Zillow down 52% from pre-pandemic levels.” All of this leaves “a growing chorus of economists speculating that if home price growth doesn’t abate soon, the housing market could eventually overheat. Or worse: We could wind up in another full-fledged housing bubble.”
Tags: Analysts, Bubble, Economists, Home prices, Hotter, Housing market, Inventory, Overheat, Staggering, U.S.
CNN Business (April 17)
“Nearly 400 million people across 45 cities in China are under full or partial lockdown as part of China’s strict zero-Covid policy.” Collectively, they contribute $7.2 trillion, nearly 40%, of China’s GDP. “Analysts are ringing warning bells, but say investors aren’t properly assessing how serious the global economic fallout might be from these prolonged isolation orders.”
Tags: $7.2 trillion, 400 million, 45 cities, Analysts, China, Economic fallout, GDP, Global, Investors, Isolation, Lockdown, Strict, Warning bells, Zero-Covid policy
Washington Post (March 9)
“Stock analysts are riding with the bull despite rumblings from the bear.” On Monday, “U.S. stocks slumped the most in 17 months… but the ‘buy the dip’ mentality isn’t dead… and stock analysts are part of the reason it’s likely to stick around awhile. Research on individual stocks is as bullish as it has been in two decades by some measures.”
Seeking Alpha (January 4)
“While analysts on Wall Street are confident the bull market will continue uninterrupted into 2022, there are more than enough risks to derail that market outlook. Importantly, none of these independently suggest a significant correction is imminent. However, the risk is that they will undermine the bullish ‘psychology’ of the market.”
Tags: 2022, Analysts, Bull market, Confident, Correction, Derail, Imminent, Market outlook, Risks, Undermine, Uninterrupted, Wall Street
Bloomberg (August 13)
“It seems like Japan’s big recovery is always a quarter away.” The economy may just barely manage growth in the second quarter, but the slow vaccination rollout and ongoing surges mean “the bounce in consumer spending that analysts had been forecasting will have to wait even longer.” Japan has earned “the dubious distinction of being the only G-7 economy to have its growth outlook for this year cut by the International Monetary Fund.”
Tags: Analysts, Bounce, Consumer spending, Economy, G-7, Growth, IMF, Japan, Outlook, Q2, Recovery, Surges, Vaccination
LA Times (July 16)
“The financial crisis created by the pandemic prompted executives at hundreds of America’s largest publicly traded companies to voluntarily lower their own base salaries. They made a point of announcing these cuts in news releases and earning calls with analysts.” In many cases, this was a gimmick. In one egregious case, Christopher Nassetta, Hilton’s Chief Executive “opted to forgo his entire base salary for the rest of the year,” amid furloughs and job cuts, but his “compensation package more than doubled to $55.9 million in 2020, compared with $21.4 million in 2019.”
Tags: Analysts, Earning calls, Executives, Financial Crisis, Gimmick, Hilton, Nassetta, News releases, Pandemic, Publicly traded, Salaries
Washington Post (April 2)
“At the onset of the pandemic, analysts feared it would mark a disaster for women.” All of their “concerns proved to be true. But the social damage wrought by what’s been dubbed the ‘shadow pandemic’ may be felt for decades to come.”
Tags: “Shadow pandemic”, Analysts, Concerns, Disaster, Onset, Pandemic, Social damage, Women
Wall Street Journal (March 29)
“The downward trend in personal bankruptcies bucks predictions by analysts and economists that disruptions from Covid-19 lockdowns and restrictions early in the pandemic would lead to a sharp increase in filings. Economists and bankruptcy lawyers say federal suspensions of evictions, home foreclosures and student-loan obligations have helped limit bankruptcies—though they worry bankruptcy rates could go up after aid ends.”
Tags: Analysts, COVID-19, Disruptions, Downward, Economists, Evictions, Foreclosures, Lockdowns, Pandemic, Personal bankruptcies, Predictions, Restrictions, Student loans, Trend
