Hot Reads: Roubini Scoffs At Shallow Recession Calls

July 26, 2022

Compiled by ETF.com Staff 

 

Roubini: Shallow Recession Calls Are 'Totally Delusional' (Bloomberg)
The economist says this time "could be worse than the '70s."

 

Yardeni: S&P 500 Has Already Bottomed (FA Magazine)
The Yardeni Research president thinks last month's plunge to 3,666.77 likely marked the trough of the 2022 equity rout.

 

Stocks Are Optimistic, Bonds Are Not. Which One Is Right? (The Street)
The recent rally for the S&P 500 looks great, but falling Treasury yields raise a red flag.

 

Will The 60/40 Strategy Make A Comeback? (ThinkAdvisor)
Morgan Stanley thinks the classic portfolio is not dead, just resting.

 

Should ESG Just Focus On Climate Change? (The Evidence Based Investor)
The sustainable investing backlash was always going to happen. The wonder is that the turnaround has been so sudden.

 

US Economy Facing Unusual Disconnect (Institutional Investor)
Four key factors to watch in the current disconnect between U.S. real GDP and the labor market.

 

Is It Too Late To Add Inflation Protection To Your Portfolio? (Morningstar)
A closer look at some asset types that can help against inflation.

 

Cathie Wood's 10 Favorite Stock Picks For The Rest Of 2022 (Yahoo Finance)
ARK Invest's CEO remains adamant on her disruptive innovation path, and aims to invest in companies with long-term growth potential.

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