Janet Yellen says inflation is actually being ‘really well-behaved’ as she strikes optimistic tone on jobs U.S. Treasury Secretary Janet Yellen said interest rates are not causing “dysfunction” in the market. Fortune · Oct 10, 2023
BlackRock's Larry Fink has called on leaders to inject more 'hope' into the economy to prevent a self-fulfilling recession BlackRock's CEO and chairman, Larry Fink, believes a lack of hope could cause a recession. Fortune · Sep 29, 2023
Morgan Stanley's Mike Wilson says the stock market 'pivot rally' may go even higher "The data we have today suggests to us that we are in a policy-driven, late-cycle rally." Fortune · Aug 1, 2023
Inflation Figures For June Put Stocks In The Ideal Environment New Highs Amid 'Goldilocks' Scenario: of lower inflation, a stronger economy, good guidance, and good profits Zenger · Jul 31, 2023
Wharton Professor Jeremy Siegel Shifts Stance On Fed’s Monetary Policy Wharton Economist Observes Promising Signals in Housing and Commodity Markets, Otherwise Sensitive to Economic Pressure Zenger · Jul 25, 2023
Jeremy Siegel says we are in a 'Goldilocks economy' and the Fed doesn't need to raise interest rates anymore “It’s a Goldilocks economy—strong economic growth and falling inflation,” the veteran market watcher told CNBC Friday. Fortune · Jul 14, 2023
Americans are 'hunkering down' and cutting back on food purchases "We’re spending more, but we’re buying less.” Fortune · Jul 14, 2023
'YOLO' spenders are propping up the economy a Wharton professor believes "Once a weakening in the economy kicks in, it could come fast." Fortune · Jul 12, 2023
One of the top stock watchers alive called the big S&P 500 comeback this year—and now he sees a ‘mild recession’ by the holidays Wharton’s Jeremy Siegel warns that stocks will have a rough second half of the year and he “wouldn’t be surprised” if the long predicted downturn arrived. Fortune · Jun 26, 2023
A.I. boom in tech is 'not a bubble yet,' says Jeremy Siegel Rosy guidance from chipmaker Nvidia last week helped spark the third-largest single-day jump in market value in U.S. history. Fortune · May 29, 2023
One of the world’s best market watchers says there’s ‘zero chance’ the debt crisis isn’t resolved Wharton professor Jeremy Siegel believes politicians will ultimately come to a compromise to “kick the can down the road” by extending the debt ceiling. Fortune · May 24, 2023
Fed's Raphael Bostic doesn't see rate cuts until 2024 Atlanta Fed President Raphael Bostic thinks high consumer spending and strong labor market could continue to push prices higher. Fortune · May 15, 2023
Wharton’s Jeremy Siegel says stocks could jump 15% or more this year—but only if the Fed cuts rates "If the Fed does not cut, then it's going to be tougher sledding for the markets," the finance professor warned. Fortune · May 11, 2023
An economist who correctly predicted the Great Financial Crisis says the world’s central banks have chosen ‘class war over financial stability' The Fed and other central banks want to bring down inflation at all costs. Is it worth it? Fortune · Mar 21, 2023
Fortune · Mar 9, 2023 The billionaire cofounder of Home Depot compares the Fed to ‘the gang that can’t shoot straight’ and says the coming crash is ‘not going to be pretty’ “My problem with the Fed, overall, is there’s too many academics in the mix,” Ken Langone said Wednesday.
Fortune · Mar 9, 2023 Wharton professor Jeremy Siegel says the Fed’s rate hikes and ‘monomaniacal’ focus on the labor market are ‘misguided’: ‘Workers are way behind’ Siegel says workers’ wage growth has been “way behind” historical norms and inflation is already fading, which means the Fed’s rate hikes are a mistake.
Fortune · Jan 31, 2023 Wharton professor Jeremy Siegel warns the Dow could drop 1,000 points ‘immediately’ if the Fed goes too big with its next rate hike Investors are pricing in a mild interest rate hike this week, but if they get something more aggressive, stocks are in trouble, Jeremy Siegel says.
Fortune · Jan 12, 2023 Inflation is falling, but it's even lower than it looks if you take out Jeremy Siegel's least favorite CPI signal "We are in a deflationary mode. It is time to stop raising rates,” Wharton professor Jeremy Siegel said on Thursday.
Fortune · Dec 16, 2022 Inflation is ‘basically over’ and the Fed is ‘making a terrible mistake’ by continuing to raise interest rates, Wharton professor Jeremy Siegel says Jeremy Siegel warned that inflation was going to become a problem in 2020. Now, he says the Fed has done too much to fight it, and is set to cause a recession.
Fortune · Nov 21, 2022 Wharton Professor Jeremy Siegel says stocks will soar 20% next year as inflation fades—but legendary investor Bill Ackman says not so fast Wharton Professor Jeremy Siegel says 90% of U.S. inflation is already gone, but Bill Ackman is warning investors not to forget about deglobalization.
Benzinga · Oct 27, 2022 'Pivot Language' From The Federal Reserve Could Be Coming Next Week: What You Need To Know Before The Fed's Next Meeting A pivot from the Federal Reserve could be coming sooner than most are anticipating, even as the labor market continues to show strength.