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Search resuls for: "Stephen Miran"


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☆ Get Ready for a Short-Lived Economic Boom
  + stars: | 2023-10-24 | by ( Stephen Miran | ) www.wsj.com   time to read: +1 min
Journal Editorial Report: The week's best and worst from Dan Henninger, Mary O’Grady and Kim Strassel. Images: Reuters/AFP/Getty Images/Bloomberg News Composite: Mark KellyThe Bureau of Economic Analysis will release its third-quarter economic-growth estimate Thursday, and expectations are stratospheric. The Atlanta Federal Reserve suggests gross domestic product might have grown at an annual rate of more than 5%. The answer lies in the unexpected loosening of fiscal and monetary policy in 2023. After taking account of the Biden administration’s unsuccessful attempt to forgive student loans, the deficit unexpectedly doubled this year to about $2 trillion, according to the Congressional Budget Office.
Persons: Dan Henninger, Mary O’Grady, Kim Strassel, Mark Kelly The, Biden Organizations: AFP, Getty, Bloomberg, Atlanta Federal Reserve, Congressional
☆ Bidenomics Is Unsustainable
  + stars: | 2023-09-20 | by ( Stephen Miran | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/bidenomics-is-unsustainable-uaw-inflation-reduction-subsidies-wages-cbf8263c
Persons: Dow Jones Organizations: uaw
☆ Column: Stocks find rare resilience to soaring rates
  + stars: | 2023-02-17 | by ( Jamie Mcgeever | Thomson Reuters | Jamie Mcgeever Has Been A Financial Journalist Since | ) www.reuters.com   time to read: +5 min
ORLANDO, Fla., Feb 16 (Reuters) - The notion that higher interest rates would slam stocks has been turned on its head by Wall Street's resilience to the most dramatic upward repricing of the U.S. rate outlook in decades. More remarkable still, it is the areas most sensitive to higher borrowing costs - tech, the Nasdaq and growth stocks - that are outperforming in the face of soaring bond yields, implied rates and Fed expectations. These sectors are more sensitive to rising yields because future cash flows and profits are discounted at higher rates. "Higher interest rates are less bad for stock prices, even though rates can continue to weigh on multiples." In a higher rate regime, profitability matters.
☆ Column: Correlation breakdown - stocks, volatility links crack: McGeever
  + stars: | 2022-11-08 | by ( Jamie Mcgeever | Thomson Reuters | Jamie Mcgeever Has Been A Financial Journalist Since | ) www.reuters.com   time to read: +5 min
What this portends for stocks going into year end is unclear, but given how low volatility is just now it is reasonable to assume investor demand for protection and hedging will rise. Afraid of missing out on a year-end rally, investors are now paying a premium for equity 'call' options over 'puts'. Benchmark volatility gauges like the VIX index of implied vol on the S&P 500 or the V2TX index of implied vol on euro stocks rise when demand for put options spikes. The VIX has fallen recently to near a two-month low even as the S&P 500 has surged into the green and lurched back into the red. By mid-October the S&P 500 was down 25% and ripe for a bounce.
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