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Taken at face value, the fall in job openings is concerning and warrants careful monitoring.
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.
This equity market rally is driven by several factors – Fed easing, fears of a recession and what can be characterized as a trade truce, says David Lebovitz.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
While coronavirus impacts to the Chinese economy are likely to be pronounced, markets may be more stabilized for U.S. investors, says Dryden, Li, and Pandit.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.