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Justin Lahart
Works at The Wall Street Journal
Attended University of Michigan
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Justin Lahart

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The good news for banks is that the odds still favor the Federal Reserve raising rates this year. The bad news is that the pace of further increases may be slower than many investors anticipate, leaving banks with a trickle of additional interest income where they are hoping for a steady flow.
Big-bank stocks may have to yield to the Federal Reserve’s caution on interest-rate moves.
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Justin Lahart

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The best reason to look past the economy’s weak showing over the winter can be found in what most American households and businesses seem to be doing as spring emerges.
Signs that spending and the job market are thawing back out suggest the economic weakness in the first quarter was only temporary.
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Analysts have cut their estimates for what Tesla will make over the next several years, but that doesn’t mean they think anything less of the stock.
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U.S. bond investors might want take a cue from the protester who tossed confetti toward European Central Bank President Mario Draghi Wednesday, but in their case it would be an act of celebration.
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The dollar’s strength has put a chill on prices. It will take a while for them to thaw out.
The dollar’s recent strength will weigh on import prices for months to come, potentially staying the Fed’s hand on rates.
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After Friday’s jobs report, it’s clear the Federal Reserve will wait until after June to raise rates. But for how long?
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Justin Lahart

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It was easy to predict that dollar strength and weak overseas economies were going to lay into many companies’ first-quarter results. So the idea analysts and investors were somehow surprised can be a bit hard to take.
While the dollar’s strength and weak overseas economies hurt companies’ results, they also may mask deeper problems.
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Low as inflation is, it would be even lower if not for one group that has been remarkably adept at pushing through price increases: Landlords.
Inflation is too low for the Federal Reserve, but not as low as it would be if rising rents weren’t propping it up.
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When short sellers are willing to put their necks on the line, investors should think twice before sharpening their axes.
It pays to understand exactly how heavily a stock has been sold short.
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Secular stagnation doesn’t have to be real for it to matter for financial markets.
Investors’ worries about secular stagnation may be pushing them into highflying stocks and other speculative assets.
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The Federal Reserve still has a hankering to raise interest rates this year. Investors should remember that.
Assumptions of a very dovish Fed could leave investors exposed.
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The gulf between what the Federal Reserve thinks it will do with interest rates and what the credit market is implying will happen might not be as wide as it seems. Even so, investors could find themselves on shaky ground.
The bond market may not be as out step with the Federal Reserve as it seems to be, but there is still reason to worry.
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Have him in circles
2,135 people
Phil Izzo's profile photo
Abe Rosmarin's profile photo
saurabh verma's profile photo
hari shrestha's profile photo
Wm. Max Abramowitz's profile photo
giovana neres's profile photo
Joao Proenca Oliveira's profile photo
Khoery Photer's profile photo
Jennifer 8. Lee's profile photo
Education
  • University of Michigan
    English Lit/Philosophy, 1985 - 1990
Work
Occupation
Economics Reporter
Employment
  • The Wall Street Journal
    Economics Reporter, present
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Male