A New Contortion for GDP Growth: A Z-Shaped Recovery
Forget the V and U trajectories of yore, LPL’s Gilbert says.
Tag: Delta variant
Market Moves
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.
Asset Allocation
What Is the 10-Year Treasury’s Falling Yield Telling Us?
Not that a slowing economy is ahead, says BCA Research. The answer, it thinks, is ‘more subtle.’
If Governments Can Just Keep Their Cool, the Economy Will Be Fine, Says Savant
The 2020 recession was driven by policy, so any Delta-inspired double dip would be, too, Commonwealth’s McMillan warns.
Asset Allocation
Ackman: Delta Variant Won’t Stop a Roaring Economy
Recovery stocks are the place to be, says hedge fund chief, in contrast to his jeremiads of 2020.