Deals are expected to fall far short of 2021’s record-breaking level.
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Investors’ violent 2013 reaction, as the Fed eyed trimming its bond buying, is unlikely to recur these days, Leuthold’s Paulsen argues.
But don’t worry, because stocks will do fine then, the noted equities fan advises.
The fact remains that stocks historically don’t do much from now till October.
A significant chunk of the next round of stimulus checks may find its way into the equity markets.
Multiemployer pension reform has been ruled eligible to be included in the $1.9 trillion COVID-19 relief package.
Everyone is eager for vaccine news and numbers, but longtime investor Tony Waskiewicz argues the real portfolio boosters will be any actions from the Fed and Congress.
Muted market gains this month, strategists say, are overshadowed by blow-out earlier months.
Northern Trust’s Browne is optimistic that the new president is simpatico with the GOP Senate leader, who blocked many Obama initiatives.
Bond King says that output will bring much more Treasury issuance, and the Fed’s buying a lot of it.