"It's fair to say that [the rally] may be more due to the balance sheet reversal [i.e. "NOT QE", also i.e., QE 4] than fundamentals since the real signs of bottoming have come from international PMIs rather than the US." - Michael Wilson
BofA's Chief Investment Strategist expects the S&P to hit 3,333 by March 3, because central banks are acting as if a full-blown financial crisis has already erupted...
Keep an eye on the repo rate over the next few hours for an indication if today's $100 billion liquidity drain will overpower the Fed's preemptive liquidity tsunami, in effect triggering Zoltan Pozsar's worst-case scenario.
Real estate investments can deliver excellent returns to your investment portfolios. And, if you follow the conventional wisdom and buy low, you may typically be able to sell high – but not always! Some investors who dabbled in foreclosed homes found that investing in real estate can sometimes be a pesky business.
With the administration immediately beginning negotiations on a phase two deal, their go-to tool to pump the stock market can continue to be played whenever markets fall 0.50%.
" The brighter news needs to be caveated, as the overall rate of economic expansion signalled by the surveys remains well below that seen this time last year, "
“We may have reached the point of ‘peak tariffs’ and this deal could be the start of a series of phased rollbacks, which could unlock further upside for equity markets, driven by an improvement in business confidence and a recovery in investment,”
