Fed's Barkin: labor supply likely will remain constrained
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 8/13/2026
- S&P 500 notches record-high close as rate-hike worries ease
- Oil settles down 2% on weak demand outlook, hefty US crude build
- BofA lifts server CPU TAM to $210bn+ on the rise of AI agents
- Burry doubles down on Nebius short after stock surges 34% on earnings
- JPMorgan gets bullish on Salesforce, says concerns are "overblown"
Recession risk a concern but fund portfolio holdings consistent with soft landing expectations
December 5, 2022 11:04 AM ESTGoldman Sachs analyst David Kostin said in a note to clients on Monday that the firm's analysis of $5 trillion of hedge fund and mutual fund holdings "show more similarities than differences."
The firm recently published reports that analyzed 786 hedge funds with $2.3 trillion of gross equity positions and 548 mutual funds with $2.5 trillion of AUM at the start of 4Q 2022.
"Macro hedge funds... More
Signals suggest inflation is peaking - Berenberg
December 2, 2022 10:36 AM ESTBerenberg analyst Jonathan Stubbs told investors in a note on Friday that signals suggest inflation is peaking.
He explained that the firm analyse the inflation rates in the 40 largest economies around the world, with the median inflation (CPI) rate currently 10%, the "highest level since 1982 on this basis and compares to 1.7% at the start of 2021."
"The world is experiencing a sharp inflationary shock for a variety of reasons.... More
