Markets, economy, stocks, growth, global, fixed income, international, asset classes
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
David Lebovitz says, a bit of optimism is priced in to equity markets, but valuations are not unsustainable, rather markets need to grow into these valuations.
A combination of liquidity provisions from central banks and significant microeconomic measures from the fiscal side would help stabilize markets, says Santos.
Economists and analysts reacting to the deal have been pretty skeptical. I have aggregated representative responses below. I will give you my thoughts afterwards.
Taken at face value, the fall in job openings is concerning and warrants careful monitoring.