We have geopolitical tensions to add to a plate of investor concern filled with COVID-19 concerns. However, US stocks point to a rally for Tuesday, after a slow start to the week. Our call of the day from Nordea’s chief macro strategist, Sebastien Galy, says it’s time to be more …
Read More »This strategist says investors are in the ‘fantasy forest’ when it comes to growth stocks
We have geopolitical tensions to add to a plate of investor concern filled with COVID-19 concerns. However, US stocks point to a rally for Tuesday, after a slow start to the week. Our call of the day from Nordea’s chief macro strategist, Sebastien Galy, says it’s time to be more …
Read More »Stocks are resilient because investors have braced themselves for much worse COVID-19 news, says strategist
What will stand in the way of market gains? Clearly, it’s not bad news about COVID-19, as investors try to see the silver lining in these uncertain times. Take this chart that shows how Arizona cases have started to flatten, by Pantheon Macroeconomics, which expects that state to respond earlier …
Read More »Here’s a ‘remarkable’ difference between COVID-19 and the 1918 Spanish Flu
The 2020 coronavirus and the 1918 Spanish influenza pandemics share many similarities, but also diverge on one key point. “A big difference between the Spanish flu and COVID-19 is the age distribution of deaths,” according to Deutsche Bank DB, + 4.40%. “For COVID-19, the elderly have been overwhelmingly the most …
Read More »Will China’s epic 5.7% stock market collapse collapse on itself like 2015?
The fiercest surge in China’s stock market in years has left investors wondering whether the bull run for equities may last or fade away in disappointment. The sudden surge in China’s markets came as a result of several articles in the state media announcing the arrival of a new bull …
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