Investors have reason to fear a strong economy
Meet the next pain trade
It takes two to make a market, which inevitably sets the scene for contradictory opinions. Yet rarely do the signals sent by different markets seem quite as much in conflict as they do today. Here is an incomplete list:
This article appeared in the Finance & economics section of the print edition under the headline “Grin and bear it”
Finance & economics April 29th 2023
- Welcome to a new, humbler private-equity industry
- First Republic Bank is on the edge of a precipice
- Why commodity-trading scandals are multiplying
- Patriotic Ukrainians are rushing to pay their taxes
- If China’s growth is so strong, why is inflation so weak?
- Indian firms are flocking to the United Arab Emirates
- Investors have reason to fear a strong economy
- Economists and investors should pay less attention to consumers
From the April 29th 2023 edition
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A new book by Byrne Hobart and Tobias Huber argues there are advantages to financial mania