One-shot wonder: New stimulus money and pent-up consumer demand will fuel profits, says economist David Levy. Alas, the 4th period won’t be so hot.
Aggregate deficit of the PPF 7800 has more than tripled over the past year.
Investors, cooped up and eager for normality’s return, are mistakenly bidding up share prices, he contends—and it won’t end well.
Hedge fund chief thinks a small amount of inflation is coming, so he goes for TIPS derivatives, among other plays.
The rest of the announcement, spotlighting the virus’ seemingly dauntless chokehold on the economy, gets ignored.
Tumbling value for the greenback could end its status as the world’s reserve currency, the firm’s analysts say.
Equities rally helps spur strong quarterly gains.
Some have questioned the conventional asset split, but its performance during this messy year shows its worth, the firm declares.
Hedge fund honcho thinks dragged-out economic recovery will harm high-debt companies.
Recovery will take a long time, David Solomon warns.
Billionaire hedgie knocks Trump’s pre-recession big spending.
If the White House and Congress are blue, the economy does best, LPL says. But a Democratic president and a Republican Congress do best for the S&P 500.
EU’s COVID-19 recovery plan could spur climate-friendly fixed-income volume to nearly double almost overnight.
Why Soros, Singer, Paulson (but Not Dalio or Buffett) May Soon Be Exempt from Disclosing Stock Holdings
SEC proposal would lift reporting threshold to $3.5 billion, from $100 million now.
Flanked by giddy bulls and gloomy bears, the Nuveen strategist looks for an earnings rebound in the fourth quarter and a lessening of the virus’ malign effect.