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Reuters (April 1)

2021/ 04/ 02 by jd in Global News

“Global equity markets surged on Thursday, with U.S. and European benchmark indexes hitting record highs, as the strongest manufacturing data around the world in decades and a drop in bond yields drove investor optimism.” Support is strong with “multiple tailwinds— stimulus, expectations of record earnings, vaccines—driving stocks higher.”

 

Barron’s (February 23)

2021/ 02/ 25 by jd in Global News

“Markets are now pricing for the sweet spot of reflation toward equilibrium. But too much of a good thing is, well, not a good thing. And with the Biden administration proposing a fiscal stimulus package nearly three times as large as the U.S. output gap and given a probable improvement in household demand as more Americans are vaccinated, the risk of overheating is not trivial.”

 

The Economist (February 6)

2021/ 02/ 08 by jd in Global News

Wall street is undergoing revolution. “Information technology is being used to make trading free, shift information flows and catalyse new business models, transforming how markets work…. And, despite the clamour of recent weeks, this promises to bring big long-term benefits.”

 

Institutional Investor (August 6)

2020/ 08/ 08 by jd in Global News

“Markets may have bounced back quickly from March’s Covid-19 crash, but the asset management industry will not escape 2020 unscathed.” The pandemic is “expected to shrink” the global asset management industry by almost $2 trillion. “The decline in global assets under management ends more than a decade of growth for money managers.”

 

New York Times (June 17)

2020/ 06/ 19 by jd in Global News

“In many ways, the economic recovery from the coronavirus has defied the worst-case scenarios. Jobs, spending and markets have bounced back more quickly than expected, although they largely remain below pre-pandemic levels. This is mostly thanks to unprecedented government intervention, but many of those stimulus programs are set to expire soon. Then what?”

 

NBC News (June 9)

2020/ 06/ 11 by jd in Global News

“Stocks soar despite coronavirus and a recession. It’s time for a reality check, and a crash. Psychological factors are making markets poor gauges of the U.S. economy’s strength. We should wrench our eyeballs from the ticker tape before it’s too late.”

 

Jerusalem Post (June 9)

2020/ 06/ 10 by jd in Global News

“Following “a very steep increase in morbidity” in Israel, “the coronavirus cabinet decided on Monday to freeze nearly all easing of restrictions that were expected in the coming days as the number of active cases continues to climb across the country.”

 

Financial Times (March 10)

2020/ 03/ 11 by jd in Global News

“At some point the music stops playing for investors.” That happened yesterday. “The initial shock was the cornonavirus outbreak’s impact on the global economy. Then came the blow of an oil price war. Next is escalating financial contagion. Markets are likely to burn until the fuel of high debt levels and aggressive risk taking is extinguished.”

 

Wall Street Journal (March 4)

2020/ 03/ 06 by jd in Global News

“The Federal Reserve has become the default doctor for whatever ails the U.S. economy, and on Tuesday the financial physician applied what it hopes will be monetary balm for the economic damage from the coronavirus.” Alas “financial markets were underwhelmed.” This “may speak to the limited effect that lower interest rates can have on the supply shock of a pandemic.”

 

Wall Street Journal (February 2)

2020/ 02/ 04 by jd in Global News

“Investors are betting the volatility that has rattled markets over the past two weeks is here to stay. Many are bracing for dramatic swings in stocks as the U.S. presidential election season ramps up and investors assess the impact of the coronavirus outbreak on global economic activity.”

 

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