Market Moves
Hey, Washington, Buy Gold to Support Dollar, Guggenheim CIO Says
Scott Minerd calls on Fed to increase its holdings of the metal—which, unlike the dollar, is rising in value.
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Profiles
2020 NextGen – Robert Thompson
Robert Thompson, CFA, CAIA, is a senior portfolio manager at UPS Investments Group, where he’s responsible for allocating public and private credit investments and managing the UPS Credit portfolio...
Why the Worst Is Over for Mortgage-Backed Securities, Maybe
MBS, which got flattened in March, are on the mend, but some warning signs linger. Like, what if the recession caves the housing market?
Coronavirus - COVID-19
An Optimistic Jamie Dimon Sees a 3rd Quarter Recovery
JPM chief points to massive Washington relief efforts as the economy’s savior.
Market Moves
Stocks Now Are the Spittin’ Image of 2009, Morgan Stanley Strategist Says
And ’09 was the rebound year from the financial crisis bear market, Michael Wilson notes, meaning we’re in for a bullish stretch.
Fallen Angels Get Fed’s Helping Hand. Is That Enough?
Some bonds may be beyond hope, and once the central bank’s backstop ends, there goes the artificial price support.
Market Moves
Forget about Inflation, Deflation Is the Real Threat, BofA Says
The massive Washington stimulus raises fears of spiraling prices. But those anxieties are off-base, bank economist Harris contends.
Market Moves
Market Is 2nd Most Overvalued, after 1999’s, David Tepper Says
Comparison to dot-com bubble year helps send current stocks down for the day.
Market Moves
Re-Opening the Economy Won’t Do Stocks Much Good, Says Yale Expert
Portent: Chinese consumers remain fearful about going out after lockdown lifted, ex-Morgan Stanley honcho Roach warns.
Coronavirus - COVID-19
Public Pensions Could Suffer for Years from Pandemic Losses
Employers will have to increase contributions unless markets rebound sharply, says S&P.