The commodity has been having a good month despite a recent report of low demand.
The market expects them to start next year. Maybe not, says LPL’s Gillum.
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
To Larry Summers, today’s trove of saved-up cash will juice consumer spending. TS Lombard is skeptical, due to the persistent virus.
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.