Michael M ...Goldman Sachs sees the potential for more pain in the stock market and warns that investors may have fewer options as they seek safe havens ... The S&P 500 is already down 5% from its late January peak ... ....
Jitters in the private credit market have the potential to morph into into something more serious that could mimic the chain of events that led to the collapse of Bear Sterns in 2008, according to Mohamed El-Erian...Liquidity fears begin to snowball.
Rapidan EnergyGroup president, Bob McNally... The pain in oil markets can continue, according to a top energy consultant who thinks the price of crude could soar to levels last seen during the 2008 crisis ... ....
A Wall Street veteran says US stocks could be headed for a correction more painful than the market's historic "Liberation Day" sell-off ... He said that's because of a cocktail of risks building up in the market ... David McNew/Getty Images ... 2 ... ....
TIMOTHY A. CLARY / AFP via Getty ImagesThe 60/40 portfolio is no longer the most effective way to balance risk and "decent" returns, Jim Paulsen said.The WallStreet veteran said the economy seemed to be entering a new era of less frequent recessions.
Spencer Platt/Getty ImagesMorgan Stanley says defaults in private credit could jump toward COVID-era highs ... In a note on Monday, a team of strategists at the bank said they foresee a big surge of defaults in direct lending ... ....
Mohamed El-Erian says the Iran war has raised the odds of a recession, but it's not the only risk he's monitoring ... El-Erian said he believes the odds of the US tipping into a recession have risen from about 25% to 35% ... Here's what he's eyeing. ... ....
The stock market is in choppy waters as the Iran war extends into its third week, but the shake-up is shedding light on some emerging opportunities, Goldman Sachs said ... Here are 3 areas of the market Goldman thinks investors should consider.1 ... ....
TIMOTHY A ... There's a chance that the S&P 500's latest sell-off could deepen if oil prices don't edge back down, according to JPMorganPrivate Bank ... On the one hand, Americans are already paying more at the pump ... On the other hand is the wealth effect.
Investors don't seem to be ready for what the future may hold for markets, according to one longtime permabear ... "Investor complacency invites a market shock," Edwards wrote ... "There is now a risk that the second inflationary wave could hit sooner ... ....
The author's frequent meditation spot, overlooking Brooklyn and Manhattan...It's becoming harder to ignore the risk of a recession as the Iran war causes historic disruptions in energy markets ... The job market also had a dismal month in February ... ....
TIMOTHY A ... The stock market is down year to date, but it might have to fall even further before it can resume its bull rally, a top Wall Street strategist said ... The S&P 500's losses so far this year, by contrast, haven't been nearly as devastating ... ....
Michael M ...Don't panic. That's the first rule investors should follow when considering how to invest when chaos strikes, and the Iran war is no different, market pros told Business Insider ... The S&P 500 is now down nearly 3% for the year ... BRYAN R ... ....