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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.
Economists and analysts reacting to the deal have been pretty skeptical. I have aggregated representative responses below. I will give you my thoughts afterwards.
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.
2019 was a good year for equities as multiple expansion drove stock markets to new all-time highs.
Changes in market structure over the last 10 years have led to swifter, deeper selloffs and quicker snapbacks, according to Samantha Azzarello.