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Citi and other big banks are raising their S&P 500 profit targets on the prospect of a fierce post-vaccine recovery. What else can anyone really say?

"The single greatest risk that we are dealing with today is the loss of the US dollar as the reserve currency," the real estate billionaire says.

Investors really need to pay attention to risk in a market flashing with a "tad" too much euphoria, and not much upside the Jefferies team warns.

The threat of a stimulus delay brings another risk for markets grappling with a new virus strain after global equities reached a record last week.

Yellen helped establish a view among investors that the central bank saw a weaker currency as a help in addressing current account deficits.

It isn't just Wall Street. It feels like all asset classes are soaring at once as animal spirits run wild on what feels like endless free cash.

The decision to include stimulus checks comes after a second round of direct payments was left out of a deal unveiled earlier this month.