Yellen Getting Talked Into Strong Dollar Stance
Yellen helped establish a view among investors that the central bank saw a weaker currency as a help in addressing current account deficits.
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The World's Speculative Frenzy
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.
$900 Billion Stimulus, $600 Checks For Households
The decision to include stimulus checks comes after a second round of direct payments was left out of a deal unveiled earlier this month.
What 2020 Did To Wall Street
Prudential called it "a year of extreme extremes." And it isn't over yet, although 2021 currently looks a lot calmer and more than a little cheerier.
Miller Tabak: IPO Boom Doesn't Signal Market Top
A slight pullback last week hasn’t changed Miller Tabak’s view that the Santa Claus rally will run at least until next year. Stocks aren't done yet.
Jefferies: Less Gold, More Bitcoin
Cutting bullion allocation by 5% in favor of crypto is a small step but it's also a big deal in terms of shifting hedges as the dollar declines.
Where's The Consensus?
Even if everyone agrees that vaccines will ignite the economy next year, Wall Street’s collective consciousness has no idea what it actually means.
