Derivative Securities

Oaktree's Howard Marks is finding bargains. 'I am starting to behave aggressively,' he says

Oaktree’s Howard Marks is finding bargains. ‘I am starting to behave aggressively,’ he says

Exactly how much bounce is left in this bear market? A little more judging by stock futures reaction this morning. Thank China for some of that as the country announced the biggest easing in COVID travel requirements since about March 2020. China’s news may add to the sense that inflation has peaked, given the supply …

Oaktree’s Howard Marks is finding bargains. ‘I am starting to behave aggressively,’ he says Read More »

Oaktree's Howard Marks is finding bargains. 'I am starting to behave aggressively,' he says

Oaktree’s Howard Marks is finding bargains: ‘I am starting to behave aggressively’

Exactly how much bounce is left in this bear market? Stocks are mostly higher on Tuesday, with China to thank for some of that as the country announced the biggest easing in COVID travel requirements since about March 2020. China’s news may add to the sense that inflation has peaked, given the supply constraints that …

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Stagflation, reflation, soft landing or a slump --- what Wall Street expects in the second half of 2022

Stagflation, reflation, soft landing or a slump — what Wall Street expects in the second half of 2022

As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strategists have been busy telling clients what they should expect in the second half of what has been an extraordinary year for markets as U.S. stocks head for their worst start in decades. Investment banks like JP …

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What the Fed's biggest rate hike in decades means for the bear market in bonds

What the Fed’s biggest rate hike in decades means for the bear market in bonds

Historically bad. That’s how the mammoth $53 trillion U.S. fixed-income market has performed this year as the Federal Reserve works to curtail high inflation threatening to wreck the economy. To turbo charge the effort, the Fed on Wednesday fired off its biggest benchmark interest rate increase in nearly thirty years. But what does that mean …

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