An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead.
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.
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.
Need more Guide to the Markets? Access an additional collection of Guide to the Markets slides, updated on a quarterly basis.
Coronavirus (COVID-19) research compilation from Michael Cembalest, Chairman of Market and Investment Strategy.
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Start the week off right with this one-page snapshot of headlines and market performance.