Since the onset of the credit crisis central banks around the globe have used extraordinary means to keep an over-levered global economy afloat. It may have worked best here in the United States but many market observers see signs of trouble. Here we present 10 reasons for their concerns.
A shift by household investors from bonds into equities that Bank of America Corp. dubbed the great rotation is being muted as pension funds and insurers boost fixed-income assets to match future obligations.
Wall Street’s biggest bond dealers are telling clients to shift from most fixed-income markets into U.S. stocks as deepening concern the Federal Reserve will pare unprecedented stimulus fuels the worst debt losses since 2011.