It's time to become defensive with stocks and ditch them for bonds because a recession is coming, says JPMorgan's top strategist

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Marko Kolanovic Top 100
Marko Kolanovic.

Hollis Johnson/Insider

US stocks fall as investors assess Fed path after the strong January jobs report

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Traders on the floor of the New York Stock Exchange (NYSE)
Traders on the floor of the New York Stock Exchange.

Spencer Platt/Getty Images

Here's why 2023's stock rally could fizzle out and end up burning bullish investors

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Good morning, readers. I'm Phil Rosen, reporting from New York City for the first time since December. Frosty air notwithstanding, it's good to be back. 

In case you missed it, this weekend I caught up with Kpler lead oil analyst Matt Smith to talk about Europe's new sanctions on Russian refined oil products. 

Despite 'extraordinary' 2023 rally, stocks are just OK, BlackRock's bond chief says

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Stock traders on the exchange trading floor.
Stock traders

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Billionaire investor Ray Dalio says cash is a better investment than stocks and bonds as the Fed sticks to its rate-hike plan

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Ray Dalio
Ray Dalio.

YouTube / Rich Talk

Top economist Mohamed El-Erian says markets are embracing a 'soft landing' scenario, with US 2-year bond yields in a post-Fed plunge

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Mohamed El-Erian
Mohamed El-Erian, Chief Economic Advisor of Allianz and Former Chairman of President Obama's Global Development Council, speaks during the Milken Institute Global Conference in Beverly Hills, California, U.S., May 1, 2017.

Lucy Nicholson/Reuters

BlackRock has more than $100 million exposure to Adani's dollar debt, report says

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blackrock
BlackRock has one of the biggest known exposures to Adani's dollar debt, per Bloomberg.

REUTERS/Eric Thayer

Bonds can be taxable or tax-free — here's your guide to the different types and calculating what's due on them

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Insider's experts choose the best products and services to help make smart decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page.

US stocks slip as investors brace for an 8th consecutive Fed rate hike

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Jerome Powell speaks at a Fed meeting
Federal Reserve Board Chair Jerome Powell.

Elizabeth Frantz/Reuters

The biggest risk to the market is no recession at all in 2023, JPMorgan strategist says

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A photo of a man in silhouette looking at a line chart pointing downward.
Whether or not the US is in a recession is a politically charged debate.

Bartolome Ozonas/Getty

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