Coronavirus - COVID-19
And Now, the Case for a 2020 Recession
IHS Markit sees one hitting in the second quarter and lasting to year-end.
Tag: Donald Trump
Market Moves
Trump Is No. 2 Earnings Grower Among Post-WWII Presidents
His 13.4% yearly corporate profit increase, admittedly over just three years, is bested only by Obama’s 26% over eight, CFRA’s Stovall finds.
Why Nobody Cares About Trillion-Dollar Deficits
The nation is deep into an economic hole, but right now the huge debt issue is an abstraction with no effect on daily lives. Someday, that will change. Oh, will it ever.
Asset Allocation
Will the Election Make the Stock Market Volatile?
One-third of investors in poll expect choppy prices as 2020 rolls on.
The Untapped Potential of Infrastructure Investments’ Influence on Humanity
Investments in infrastructure can perpetuate on the advancement of our societies, while providing attractive defensive elements to a portfolio.
Newsmakers
Good Economy Means a Trump Win, Says PE Potentate Rubenstein
Incumbent presidents only lose due to recessions, Carlyle founder argues.
Asset Allocation
Defense Stocks Are Killing It, but for How Long?
Amid swelling Pentagon spending under Donald Trump, they look good. But under President Bernie Sanders?
Market Moves
What? Stocks Stumble as No Hollywood Ending Caps Trade Talks?
Market once more is shocked that this fraught diplomatic cage fight is far from over.
Asset Allocation
It’s the 5th Trade Deal Announcement: What if This One Falls Apart, Too?
The latest breakthrough is laden with ‘ambiguity’ and ‘fragile,’ says the Center for Strategic and International Studies’ China expert.
Risk
A Warren Win Wouldn’t Necessarily Bring a Bear Market, Says Bernstein
Similar downbeat predictions about Obama and Trump came to naught, strategists point out.
News
3rd Year of a President’s Term Is Best for Stocks, Report Says
The odds are highest, at 82%, the S&P 500 will be up, per Bespoke.
Further Fed Stimulus Falls on Increasingly Barren Ground
Evidence mounts that, after 10 years of extremely low rates, the impact of more cuts is limited.
Newsmakers
No Recession Before the 2020 Election, Goldman Chief Predicts
David Solomon gives odds of a downturn next year as just 25%, which would be good news for Donald Trump.
How Impeachment Could Hurt the Stock Market
Wall Street believes that investors care only about the economy, which still seems pretty good, not politics. What if they intersect?
If the Rich Think a Recession Is Coming …
UBS survey of family offices says a majority foresee an economic slump in 2020.