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Financial Outlook - Fourth Quarter 2020 Thumbnail

Financial Outlook - Fourth Quarter 2020

Massive fiscal and monetary stimulus continues to support risk assets. Bubble-like behavior reminiscent of the late 1990’s is resurfacing. Unlike in 1999/00, this time there are no signs of policy shifts for several years to come.

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Financial Outlook - Second Quarter 2020 Thumbnail

Financial Outlook - Second Quarter 2020

Financial markets rallied strongly in Q2. Bond yields reached record lows and some US Equity indices, notably NASDAQ, hit all-time-highs. › Markets expect that the enormous amounts of both fiscal and monetary stimulus that have been administered since the COVID epidemic started will be enough to compensate for the shortfall in economic activity....

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Financial Outlook - First Quarter 2020 Thumbnail

Financial Outlook - First Quarter 2020

In the First Quarter 2020, U.S. and global economies came to a sudden halt, as efforts to contain the Corona-virus pandemic by way of “shelter-at-home” directives were adopted....

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