StreetInsider.com News Articles

BofA sees higher reflation odds for US economy through 2027

Tue, 02 Jun 2026 11:51:56 -0400

Investing.com -- Bank of America said Tuesday that recent macroeconomic data points to increased odds of a reflation scenario for the US economy, similar to mini-cycle patterns seen between 2008 and 2020.

The bank noted that macro data shows higher probabilities of expansion scenarios along with reduced data dispersion, which together suggest growing reflation odds. BofA said the US economy may be two years into the current mini-cycle, which typically lasts three to four years, meaning the reflation wave could end by late 2027 or early 2028.

For Treasury yields, BofA maintains a bullish bias on duration despite higher reflation odds creating

BofA sees higher reflation odds for US economy through 2027

Tue, 02 Jun 2026 11:51:56 -0400

For Treasury yields, BofA maintains a bullish bias on duration despite higher reflation odds creating

BofA sees higher reflation odds for US economy through 2027

Tue, 02 Jun 2026 11:51:56 -0400

For Treasury yields, BofA maintains a bullish bias on duration despite higher reflation odds creating

BofA sees higher reflation odds for US economy through 2027

Tue, 02 Jun 2026 11:51:56 -0400

For Treasury yields, BofA maintains a bullish bias on duration despite higher reflation odds creating

Goldman Sachs sees resilient US economy in Q1 earnings analysis

Tue, 02 Jun 2026 08:46:27 -0400

Investing.com -- Goldman Sachs analysts reported that S&P 500 companies showed strong revenue growth in the first quarter, with real revenues excluding energy rising 6.3% year-over-year. The analysis covered nearly all companies in the index.

Companies reported limited evidence of spending slowdowns despite the Iran war and rising oil prices, though management teams expressed concern about the near-term outlook. Goldman Sachs expects real consumer spending growth of just 1.3% in the second half of 2026, citing a low personal saving rate and a 1.1% year-over-year decline in real disposable income reported in April.

The war created upward pressure on input costs and

Goldman Sachs sees resilient US economy in Q1 earnings analysis

Tue, 02 Jun 2026 08:46:27 -0400

The war created upward pressure on input costs and

Goldman Sachs sees resilient US economy in Q1 earnings analysis

Tue, 02 Jun 2026 08:46:27 -0400

The war created upward pressure on input costs and

Goldman Sachs sees resilient US economy in Q1 earnings analysis

Tue, 02 Jun 2026 08:46:27 -0400

The war created upward pressure on input costs and

Goldman Sachs sees resilient US economy in Q1 earnings analysis

Tue, 02 Jun 2026 08:46:27 -0400

The war created upward pressure on input costs and

Goldman Sachs sees resilient US economy in Q1 earnings analysis

Tue, 02 Jun 2026 08:46:27 -0400

The war created upward pressure on input costs and

Fed's Paulson: Inflation pressures are weighing on economy

Fri, 29 May 2026 09:22:40 -0400

Fed's Paulson: Inflation pressures are weighing on economy

Inflation is too high and was too high even before war started - Paulson.
Consumers spending but at a slower pace - Paulson.
Households and firms are cautious about outlook and uncertainy - Paulson.
Firms are having a hard time planning for future - Paulson.
US on track to continue modest growth - Paulson.
Monetary policy is appropriately positioned at mildly restrictive levels - Paulson.
Base case jobs market remains stable - Paulson.

Fed's Paulson: Inflation pressures are weighing on economy

Fri, 29 May 2026 09:22:40 -0400

Fed's Paulson: Inflation pressures are weighing on economy

Inflation is too high and was too high even before war started - Paulson.
Consumers spending but at a slower pace - Paulson.
Households and firms are cautious about outlook and uncertainy - Paulson.
Firms are having a hard time planning for future - Paulson.
US on track to continue modest growth - Paulson.
Monetary policy is appropriately positioned at mildly restrictive levels - Paulson.
Base case jobs market remains stable - Paulson.

Fed's Paulson: Inflation pressures are weighing on economy

Fri, 29 May 2026 09:22:40 -0400

Fed's Paulson: Inflation pressures are weighing on economy

Inflation is too high and was too high even before war started - Paulson.
Consumers spending but at a slower pace - Paulson.
Households and firms are cautious about outlook and uncertainy - Paulson.
Firms are having a hard time planning for future - Paulson.
US on track to continue modest growth - Paulson.
Monetary policy is appropriately positioned at mildly restrictive levels - Paulson.
Base case jobs market remains stable - Paulson.

Fed's Musalem: There is a scenario where economy might require a rate increase

Thu, 28 May 2026 10:45:19 -0400

Fed's Musalem: There is a scenario where economy might require a rate increase.

Higher inflation expectations would also concern me - Musalem
If we don't see disinflation in the next 1-2 quarters that would concern me - Musalem
Baseline outlook is that inflation will take longer to come back to target - Musalem

Fed's Musalem: There is a scenario where economy might require a rate increase

Thu, 28 May 2026 10:45:19 -0400

Fed's Musalem: There is a scenario where economy might require a rate increase.

Higher inflation expectations would also concern me - Musalem
If we don't see disinflation in the next 1-2 quarters that would concern me - Musalem
Baseline outlook is that inflation will take longer to come back to target - Musalem

Fed's Musalem: There is a scenario where economy might require a rate increase

Thu, 28 May 2026 10:45:19 -0400

Fed's Musalem: There is a scenario where economy might require a rate increase.

Higher inflation expectations would also concern me - Musalem
If we don't see disinflation in the next 1-2 quarters that would concern me - Musalem
Baseline outlook is that inflation will take longer to come back to target - Musalem

Fed's Musalem: There is a scenario where economy might require a rate increase

Thu, 28 May 2026 10:45:19 -0400

Fed's Musalem: There is a scenario where economy might require a rate increase.

Higher inflation expectations would also concern me - Musalem
If we don't see disinflation in the next 1-2 quarters that would concern me - Musalem
Baseline outlook is that inflation will take longer to come back to target - Musalem

Fed's Musalem: There is a scenario where economy might require a rate increase

Thu, 28 May 2026 10:45:19 -0400

Fed's Musalem: There is a scenario where economy might require a rate increase.

Higher inflation expectations would also concern me - Musalem
If we don't see disinflation in the next 1-2 quarters that would concern me - Musalem
Baseline outlook is that inflation will take longer to come back to target - Musalem

Fed's Musalem: There is a scenario where economy might require a rate increase

Thu, 28 May 2026 10:45:19 -0400

Fed's Musalem: There is a scenario where economy might require a rate increase.

Higher inflation expectations would also concern me - Musalem
If we don't see disinflation in the next 1-2 quarters that would concern me - Musalem
Baseline outlook is that inflation will take longer to come back to target - Musalem

Are markets overpricing Fed hawkishness? UBS weighs in

Thu, 28 May 2026 09:58:34 -0400

Investing.com -- UBS has pushed back against market expectations for a more aggressive Federal Reserve, arguing that recent moves in U.S. Treasury yields overstate the likelihood of rate hikes and that investors should stay focused on resilient corporate fundamentals.

In a note on Thursday, UBS noted that core inflation has been slower to fall than anticipated, prompting the bank to push back its expectations for the resumption of Fed easing to the December meeting, followed by a further cut in March 2027.