Coronavirus (COVID-19) research compilation from Michael Cembalest, Chairman of Market and Investment Strategy.
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.
Volatility has created anxiety amongst investors trying to gauge the effectiveness of global response. This may be an unsolvable riddle over the near term.
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.
It is important to avoid trying to predict the future; rather, clients are best served by monitoring the present situation and maintaining composure.
We’ve seen Fed rate cuts before, during the 2008 crisis—this one removes a question mark for the economy. Now small business also needs support
Even with this Fed action, there will likely be calls for fiscal action to support to businesses suffering from the response to virus fears, says David Kelly.
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
Changes in market structure over the last 10 years have led to swifter, deeper selloffs and quicker snapbacks, according to Samantha Azzarello.