Morgan Stanley's Key Themes To Watch In 2021
“We see a V-shaped recovery, but history tells us that every recession brings some economic scarring," the otherwise bullish outlook cautions.
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Strategists: No Yield Relief In 2021
Income-seeking investors need to accept a little more risk if they want more yield. That means considering dividend-paying stocks or going overseas.
How Goldman Built Its Bullish S&P 500 Target
Underlying a double-digit forecast for returns in 2021 is the investment bank’s bullish projection on the U.S. economy once the virus is defeated.
Why Bank Stocks Are Back
“The best is yet to come,” BofA analyst Erika Najarian wrote, as 2021 is likely to be a strong year for banks due to optimism about fiscal stimulus.
Time To Take The 2021 Inflation Test
The predominant view among economists -– including, crucially, at the Federal Reserve –- is that it will be years before the U.S. has to worry.
Grantham: Speculation Has Reached "Hysteria" Stage
Legendary investor Jeremy Grantham renewed his warning to investors that the market is in a "full-fledged epic bubble" that not even the Fed can help.
Buffett Or Bitcoin: No Middle Ground
Buffett believes the cryptocurrency market is built on nothing more than hype, which would quickly unwind when investors realize what they own.
