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Restaurant Sector Q1 Volatilty From Weather, Inflation — Analyst Lowers Price Targets
Monday, April 21, 2025 - 2:31pm | 758BofA Securities analyst Sara Senatore provides an analysis for restaurant sector performance in the first quarter. Restaurant demand showed mixed results due to weather and a calendar shift, said the analyst. Black Box industry data revealed a deceleration in same-store sales growth (SSSG) across...
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Trump Tariffs May Not Ignite Inflation After All, Says Yardeni
Tuesday, April 15, 2025 - 6:24pm | 698Despite renewed fears that President Donald Trump's proposed tariffs could reignite inflation, an emerging contrarian theory suggests the reality may be far less alarming than many on Wall Street currently expect. In a note shared Tuesday, Yardeni Research President Ed Yardeni said investors and...
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Recession Imminent? Analyst Flags 60% Market Crash Risk Under Worst Tariff Scenario: 'It's Messy'
Friday, April 4, 2025 - 8:11am | 856As the global trade war escalates due to unprecedented U.S. tariffs, this analyst has mapped out three possible economic scenarios, with the worst-case outcome forecasting a deep recession and a potential stock market plunge of up to 60%. What Happened: Peter Mallouk, the CEO of Creative Planning,...
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Cliff Asness Slams Tariff Logic: 'Idiots Bray Like They've Scored A Point:' Warns Recession-Driven Deflation Isn't A Feature
Friday, April 4, 2025 - 4:07am | 531Cliff Asness, Chief Investment Officer at AQR Capital Management, criticized proponents of tariffs Thursday, challenging claims that tariffs lead to deflation rather than inflation. What Happened: “Idiots say this and bray like they’ve scored a great point,” Asness wrote on X....
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Ray Dalio Warns Of 'Abrupt, Unconventional Changes' In Markets: Here's How The 'Tariff Machine' Affects Currency, Monetary And Fiscal Policies
Thursday, April 3, 2025 - 6:26am | 907Billionaire investor and the founder of Bridgewater Associates, Ray Dalio, has issued a warning about the economic ripples of escalating tariffs. In a recent analysis, Dalio dissects the “tariff machine,” revealing its impact on global markets and highlighting the potential for “...
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Mark Cuban Dismisses Concerns of AI Causing Deflation, Calls It The "Greatest Growth And Productivity Engine Ever"
Wednesday, April 2, 2025 - 1:52am | 761Billionaire investor Mark Cuban is arguing against the notion that artificial intelligence will be a primary driver of deflation and believes that it will be a massive driver of innovation and productivity. What Happened: Anthony Pompliano, the founder and CEO of Professional Capital Management, in...
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Cathie Wood Predicts Fed Will Stop 'Rolling Recession' With Interest Rate Cuts: 'More Deflationary Forces Out There'
Wednesday, January 24, 2024 - 2:26pm | 684Investor Cathie Wood regularly shares her opinions on the macroeconomic environment and what could be ahead for stocks. On Tuesday, Wood doubled down on her belief in a deflationary environment in 2024. What Happened: With the S&P 500 and technology stocks hitting record highs, Wood was asked...
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Cathie Wood Outlines Role Of Bitcoin Post ETF Approval, Praises 21Shares: 'The Plumbing Works'
Tuesday, December 26, 2023 - 6:53pm | 476Signs that the U.S. Securities and Exchange Commission (SEC) will approve a Spot Bitcoin exchange-traded fund (ETF) in January are "very encouraging." That's according to Ark Invest CEO Cathie Wood, who is collaborating with 21Shares on two futures ETF products centered on Ethereum...
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US Sees Deflation For First Time In Three Years, Paving Way For Fed's 2% Inflation Target
Monday, December 4, 2023 - 3:41am | 648The U.S. is experiencing deflation for the first time in three years. This trend is primarily observed in goods such as appliances, furniture, and used cars. What Happened: Industry experts predict that the prices of these goods might keep declining, possibly hastening inflation back to the Federal...
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Xi Jinping Might Have To Let Yuan Slide To Avoid Debt And Deflation Spiral, Says Economist: 'A Price Worth Paying'
Wednesday, September 6, 2023 - 1:04am | 495China’s economy is at risk of being caught in a debt-deflation cycle. To avoid this, the yuan might need to devalue, according to economist Shang-Jin Wei, Business Insider reported. The former chief economist at the Asian Development Bank observed a decline in consumer prices and...
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EXCLUSIVE: Cathie Wood Flips The Script, Warns Of Looming Deflation
Wednesday, August 30, 2023 - 3:31pm | 769While many investors and economists are preoccupied with the specter of inflation, Ark Invest founder Cathie Wood is out with a more contrarian view. ‘Wood Predicts ‘Harder Landing’: In an exclusive interview with Benzinga CEO Jason Raznick on "The Raz Report," Wood lays out a...
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Cathie Wood Unravels Fed's Domino Effect Breaking China And Triggering Global Deflationary Bust: 'Rapid Growth Can Cover Many Economic Sins'
Tuesday, August 15, 2023 - 2:52am | 532Ark Investment Management CEO Cathie Wood said late Monday that Federal Reserve's continued rate tightening will lead to deflation-induced rapid economic slowdown not only in the U.S. but also internationally. What Happened: “The Fed has precipitated and exacerbated the risk of a global...
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As Fed Battles Inflation In US, China's Zero Inflation Sparks Deflation Fears: Report
Sunday, July 9, 2023 - 11:01pm | 625China’s consumer inflation rate dropped to zero in June, while factory-gate prices continued to decline, indicating persistent demand weakness and raising concerns about potential deflation in the economy, Bloomberg reports. Slowing Inflation and Falling Producer Prices The National Bureau of...
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Americans To Celebrate July 4th With Deflation As Cookout Prices Cool
Wednesday, June 28, 2023 - 10:24am | 693This year’s Fourth of July cookouts provide an opportunity for Americans to enjoy the holiday without breaking the bank. According to the American Farm Bureau’s Summer Cookout Survey, the average cost per person for a July 4th cookout has been reduced somewhat, making the holiday more...
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Is China Going Into A Recession? Country's Tiny Inflation Rate Has Economists Worried About Japanese-Style Doom Loop
Thursday, May 11, 2023 - 2:34pm | 907As the U.S. continues to struggle with higher-than-ideal levels of inflation, China is facing the opposite problem. Wednesday's CPI report showed an yearly rise of 4.9% in American consumer prices — a positive step in a disinflationary trend, but still far from the Fed's ideal place of 2% annual...