The $9 Trillion Question The $9 trillion question (size of the Fed’s balance sheet) which is unnerving the financial markets is whether “normal” monetary policy can be restored without crashing the economy. We have recently and frequently heard the argument that since...
Last Week: The Stock market seems to have become comfortably numb to good news, as equities essentially treaded water despite a plethora of good news from economic data, monetary policy, and corporate earnings. The S&P 500 reached another record high on Thursday...
Last Week: The glass is half empty: For Q2 2020, the blended earnings decline for the S&P 500 is -35.7%. If -35.7% is the actual decline for the quarter, it will mark the largest year-over-year decline in earnings reported by the index since Q4 2008 (-69.1%). The...
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