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.
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
Taken at face value, the fall in job openings is concerning and warrants careful monitoring.
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Sentiment, and valuations, are likely to keep markets relatively contained until there is clarity about the extent and length of the outbreak, says Tyler Voigt.
The recent U.S. equity market drop and subsequent swings in prices have been dramatic.
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
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.
Our views on the recent dislocation and the opportunity it presents