Market Moves
Will Pent-Up Consumer Demand Really Supercharge the Economy? Uh-uh, Economist Warns
Stephen Roach: A lot of consumer spending already has occurred and the federal aid package will be just a temporary boost.
Tag: GDP
World Trade Post-Pandemic: Same Old Problems, Now Worse
A surging China elbows others, the deficit-burdened US struggles, and Brexit is in the pits.
Pandemic Savings Are So Big They’ll Jet-Propel the Economy, Study Says
Some $2.9 trillion, hoarded by rich nations’ consumers, will fuel post-virus spending, Bloomberg Economics thinks.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Coronavirus - COVID-19
IMF Upgrades Global Economic Forecast for 2021
Amid ‘exceptional uncertainty,’ World Economic Outlook projects 2021 growth of 5.5% after a 3.5% contraction in 2020.
Market Moves
News From Davos: Goldman’s Solomon, ECB’s Lagarde Tout Government Stimulus
In Washington, there’s a fight over more relief, as the European Union just passed a huge aid measure.
Market Moves
Goldman: Total Democratic Control of Washington Will Improve Economic Growth
The party’s dominance will permit a third round of federal stimulus this winter, lifting 2021 GDP to 6.4% growth, the firm says, as it brightens its forecast.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
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
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.
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
How to Take Advantage of the Coming Market Surge
When the economy drops as much as it has, history shows a powerful stock bull run is forming, says Leuthold’s Paulsen.
Newsmakers
The Economy’s OK Without More Federal Aid, Says Fed’s James Bullard
His stance clashes with that of Chair Jerome Powell, a sometime adversary.
Market Moves
Remember Those Rate Increases? Big Mistake, Two Fed Governors Now Say
Richard Clarida and Lael Brainard say economic growth would have been stronger without the 2015-18 hikes.
Research
CEOs Still Have Bleak View of the Economy
Conference Board survey says their confidence level is lousy. A portent for the future?