Attention Economy


Tuesday, October 24, 2023

Uncertainty Clouds Investment Outlook

Money Managers With $100 Trillion Confront End of the Bull Market
https://www.bloomberg.com/news/features/2023-10-22/active-vs-passive-investing-money-managers-confront-end-of-bull-market
Active asset managers have been bleeding cash, and strategies to stem the outflows haven't had much effect. Many may not survive a bear market.
 
A Major Driver of US Equities in the Past Decade Is Fading Fast
https://www.bloomberg.com/news/articles/2023-10-24/a-major-driver-of-us-equities-in-the-past-decade-is-fading-fast
Corporate America’s spending on share buybacks, a driver of the US stock market rally for over a decade, is slowing in the face of higher-for-longer interest rates and an uncertain economic backdrop.
 
US IPO Market Teetering on Edge After Fall Class Disappoints
https://www.bloomberg.com/news/articles/2023-10-24/us-ipo-market-teetering-on-edge-after-fall-class-disappoints 

How the Highest Bond Yields in 16 Years Could Chill the Hot U.S. Economy
https://www.wsj.com/economy/how-the-highest-bond-yields-in-16-years-could-chill-the-hot-u-s-economy-41a11ec6



Jamie Dimon Calls Central Banks ‘100% Dead Wrong’ on Forecasts