Attention Economy


Saturday, September 7, 2024

Macro Uncertainty Confounds Investors

Stock Slide as Investors Wrestle With Shifting Bets on Rate Cuts
https://www.nytimes.com/2024/09/06/business/stock-market-jobs-report.html
The stock market “can’t win” at the moment, said Andrew Brenner, head of international fixed income at National Alliance Securities. “Heads I lose, tails I lose.” 

What Lies Behind the Markets’ Jitters
https://www.wsj.com/finance/investing/why-markets-have-the-jitters-143ebfd7
Stocks and bonds are far more sensitive to economic indicators than they have been in the past—because investors are aware of just how much rests on a soft landing


Reasons why investors need to prepare for a US recession
https://www.ft.com/content/c074dde0-7510-44c0-a178-8ca80254dfb1 

The Downside of Falling Interest Rates
https://www.nytimes.com/2024/09/06/business/interest-rates-falling-downside.html
While rate cuts are welcome in much of the economy, they pose problems for risk-averse investors who relish high money market and bond yields.