Market Moves
Here’s the Case for Market Optimism, Built on a Virus Retreat
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
Tag: Stock Market
Risk
Ray Dalio Warns Janet Yellen About Perils of a Weaker Dollar
The hedge fund chief cautions the new Treasury secretary against complacency over the greenback’s continued role as the world’s reserve currency.
Market Moves
Biden Logs Best Market Showing Between Election and Inauguration
Big question: Will it keep going? Herbert Hoover’s showing was pretty good, too.
Market Moves
Will a Santa Claus Rally Grace This Yuletide?
Forget the 12 days of Christmas: Today marks the beginning of the traditional year-end market jump, LPL says, if it happens.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Coronavirus - COVID-19
A Look Ahead to 2021: Institutional Investors Brace for a Bumpy Road
The majority of global allocators are planning defensive strategies, expecting slides in everything from stocks to SPACs, a Natixis survey says.
Market Moves
Vaccines and Pent-Up Demand Will Jazz Stocks, Says Paul Tudor Jones
Trend-spotter hedge fund titan predicts an economic ‘explosion’ in the 2nd quarter.
Market Moves
3Q Corporate Earnings Look Better and Better, Yardeni Says
S&P 500 profits should be down just 7.1%, a big upgrade from more dire previous calls.
Market Moves
2021 Economy Won’t Start Off Well, but Last Half Will Be Good, BofA Predicts
Problems like the virus and high joblessness will continue for a while, the bank’s strategists declare.
Market Moves
Here’s a Bullish Call: JPM Says We’re Entering ‘Market Nirvana’
The bank credits split government, a possible vaccine, Fed actions, and possible trade war abatement.
Market Moves
Biden Tax Hikes Would Help Junk Bonds, Says Market Savant
Maybe not so much stocks, but high-yield is well-positioned if the Democrat wins and enacts his agenda, Northeast’s Monrad forecasts.
How the Stock Market’s Tech Leaders Will Be Ousted
Hey, Facebook, Apple, Amazon, and their ilk can’t count on eternal dominance.
Market Moves
Don’t Sweat the Stimulus Delay, Morgan Stanley Sage Says
Trump’s axing relief package talks till after the election won’t harm the recovery, Mike Wilson argues.
Market Moves
October Surprise: Market Reaction to Trump Illness Is Muted
Perhaps the small losses show investors think not much will change in the presidential race.
News
LPL: 2020’s Strong 3rd Quarter Means Stocks Will Do Fine in the 4th
When the market’s July-September period is good, the October-December one will be, too, but somewhat less good in a presidential year.