Research
What Ails the Stock Market: A Stimulus Hangover
Bank of America puts a $13.5 trillion price tag on Washington aid, which set the U.S. up for its current economic travail.
Tag: Stimulus
Private Equity, the Hot Asset Class for Allocators, Faces Headwinds
Deals are expected to fall far short of 2021’s record-breaking level.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
Asset Allocation
Why Jeffrey Gundlach Thinks the Dollar Is ‘Doomed’
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Market Moves
Another Taper Tantrum on the Way? Don’t Worry, Says Market Sage
Investors’ violent 2013 reaction, as the Fed eyed trimming its bond buying, is unlikely to recur these days, Leuthold’s Paulsen argues.
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.
Market Moves
Sell in May? Well, Maybe Rebalance, Say Two Market Sages
The fact remains that stocks historically don’t do much from now till October.
Asset Allocation
Retail Investors Aim to Spend $170 Billion in Stimulus Aid on Stocks, Survey Says
A significant chunk of the next round of stimulus checks may find its way into the equity markets.
Pensions
Senate Parliamentarian Ruling Keeps Pension Bailout Alive
Multiemployer pension reform has been ruled eligible to be included in the $1.9 trillion COVID-19 relief package.
Market Moves
Follow Up: BlackRock’s TIPS Call Looks Prescient
Expecting higher inflation, the asset manager has called for investing in the security that shields investors.
Op-Ed: Which Injections Should Investors Watch in 2021?
Everyone is eager for vaccine news and numbers, but longtime investor Tony Waskiewicz argues the real portfolio boosters will be any actions from the Fed and Congress.
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
December Should Be OK, Just Not Its Usual Top-Tier Self
Muted market gains this month, strategists say, are overshadowed by blow-out earlier months.
Market Moves
Maybe Joe Biden and Mitch McConnell Can Actually Work Together
Northern Trust’s Browne is optimistic that the new president is simpatico with the GOP Senate leader, who blocked many Obama initiatives.
Market Moves
‘No End in Sight’ to Government Spending, Gundlach Says
Bond King says that output will bring much more Treasury issuance, and the Fed’s buying a lot of it.