The cyclical trade continues to be recommended here, despite the ongoing COVID “second wave”.
On this point, it is interesting that the US Treasury 5-year-30-... Read More»
More Pandemic, More Fed Bailout
There remain legitimate reasons for concerns about second waves, even though for now there continues to be a wide divergence be... Read More»
The re-opening dynamic has clearly been a positive factor.
Still, the most plausible explanation for the US stock market’s extraordinary resilience since the... Read More»
At Grizzle, we've been following the Coronavirus pandemic closely, especially its effect on the financial markets.
After almost four months of watching how d... Read More»
Economies and Tourism are on the Mend
Until Thursday’s sell off, the continuing positive tone to stock markets has been primarily driven by the re-opening nar... Read More»
Debt Deflationary Spiral or the End of The Disinflationary Era?
These are rather strange times. This writer is reading more and more predictions that the world... Read More»
The Politics of COVID-19
The politics of the Coronavirus have become ever clearer. Domestically it is evident that Donald Trump wants to return to normal as so... Read More»
The Bear Market in Equities will be Short Lived
Logically, the American stock market should correct now as earnings begin to get reported and companies are f... Read More»
The S&P500 has rallied 31% off the post-crash low of 2,192 reached on 23 March to 2,875.
S&P500 Price
Source: Bloomberg
This is interesting, and i... Read More»