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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.”

 

Bloomberg (September 24)

2020/ 09/ 25 by jd in Global News

“As the likelihood of additional federal stimulus fades, U.S. stock investors are returning their focus to the coronavirus pandemic and not liking what they see.” Consumers are again cutting back and “the prospects for a vaccine in the next few months have also waned just as the latest data shows an uptick in cases.” Moves by the Federal Reserve and “$3 trillion of federal stimulus helped fuel a torrid five-month rally that began in March,” but “their limitations have become clear.”

 

Investment Week (September 14)

2020/ 09/ 16 by jd in Global News

The “Next Generation EU” deal provides ESG investors with much to watch. The €550bn “centerpiece of the stimulus” focuses on fighting climate change through “expenditures earmarked for promoting energy efficiency and developing renewable energy resources, emission-free vehicles, and sustainable transport, alongside other measures of environmental protection designed to help meet Europe’s 2050 climate neutrality pledge.”

 

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?”

 

Reuters (May 14)

2020/ 05/ 15 by jd in Global News

Banks mainly seem to be provisioning for consumer debt, but “bad-debt risks could easily spread beyond consumer finance. Commercial real estate could face a brutal reckoning if white-collar workers in major cities decide not to return to the office when lockdowns lift.” When stimulus measures wind down, it will leave “over-indebted small and medium-sized enterprises vulnerable. Mass unemployment would lead to increased mortgage defaults.”

 

Bloomberg (February 19)

2020/ 02/ 21 by jd in Global News

“For all the stimulus measures that officials are rolling out to combat the economic impact of the coronavirus, lower interest rates and bigger budgets are unlikely to make people feel immune. And it’s consumer behavior that will influence the magnitude of any hit.”

 

Forbes (October 28)

2019/ 10/ 30 by jd in Global News

“Amid a global slowdown in economic growth that has seen central banks lower interest rates near zero or below in an effort to provide stimulus,” a number of “major economies are on high recession alert.” These include Hong Kong, the U.K., Germany, Italy and China. “Other highly stressed economies around the world include Turkey, Argentina, Iran, Mexico and Brazil.”

 

Nikkei (May 19)

2019/ 05/ 21 by jd in Global News

“Japan’s economy” looks “on course for a major downturn,” based on a survey of about 1,300 economists. “Should China’s stimulus take hold, concerns about a worsening Japanese economy may be washed away. Yet Japan is constrained not only in its monetary policy, but also in its fiscal leeway considering the heavy government debt load,” not to mention the need for major employment and social security reforms.

 

The Economist (August 25)

2018/ 08/ 27 by jd in Global News

“America’s bull market in equities turned 3,453 days old” on August 22. “Since hitting a low of 666 in March 2009, the S&P 500 index has increased more than fourfold, driven by strong corporate profits, low inflation, stable economic growth and a boatload of central-bank stimulus. Despite five corrections of at least 10%, the index has never entered bear territory, defined as a drop of at least 20%. Most commentators are declaring this to be the longest bull market in history.”

 

Reuters (April 6)

2018/ 04/ 08 by jd in Global News

On top of February’s big drop in household spending, down 0.9% from a year earlier, “separate data showed wages fell for the third straight month in February, reinforcing the view the Bank of Japan’s 2 percent inflation target will remain a distant goal and keep the bank from dialing back stimulus any time soon.”

 

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