Commentaries

Recent

“We have very conservative earnings estimates. Part of that is because we don’t know what the tax regime is going to look like."

Their renewed interest reflects confidence in the earnings power of a group whose resilience has been underlined during the Covid-19 pandemic.

DoubleLine called the market bottom. Goldman, Cannacord and others were quick to warn that the pre-COVID top had been reached.

If inflation rises and central banks are forced to dial back on easing, bond markets globally will feel the pain, perhaps even derailing recovery.

Why does Tesla joining the S&P 500 remind Wells Fargo Securities’ head of equity strategy of AOL and the dot-com boom and bust era?

Klarman said the Federal Reserve’s decision to slash rates since the COVID-19 pandemic took control has left the market in a topsy-turvy state.

Valuations and inflation threat are causing concerns in Asia, especially around the Treasury market. But Fink sees a reviving economy compensating.