goldilocks

U.S. private sector activity displayed stronger-than-anticipated growth in July, driven primarily by a robust services sector, despite manufacturing slipping into contraction for the first time in six months. The preliminary Composite Purchasing Managers’ Index (PMI) edged up from 54.8 in...

In a recent interview with CNBC, Jeffrey Gundlach, the CEO of DoubleLine Capital, expressed his concerns about the “Goldilocks” narrative and predicted an impending recession. This forecast comes in the wake of the Federal Reserve’s decision to maintain interest rates, a move that...

Global investors are pushing into higher risk strategies as rate cut expectations and forecasts for a less severe economic downturn raised the appetite for higher equity allocations in their portfolios. Despite signs of slowing economic growth in recent weeks, only a net 26% of investors polled in...