Two Things: Buybacks And ETFs

Well, Goldman is out with their weekly piece documenting the conversations they're supposedly having with clients and this week's installment is pretty interesting as it touches on a particularly important debate about what the best use of corporate cash is. As you're undoubtedly aware, the corporate bid (i.e. buybacks) has been a key pillar underpinning U.S. equity demand over the past several years and more than a few folks have bemoaned the fact that central bank largesse has created an en

Try one month of our best daily market and macroeconomic commentary for FREE

Try for free

Or see other subscription options to save 20% on an annual plan

Already have an account? log in

Speak your mind

This site uses Akismet to reduce spam. Learn how your comment data is processed.

2 thoughts on “Two Things: Buybacks And ETFs

  1. Since Sept 8, 2017 the Fed has pumped $595 Billion into this toilet bowl that is swirling getting ready for what? QT, QE, QEE, QEEE? That is in just 7 weeks so just keep talking about melt-ups and buybacks and the ECB cutting QE from $60 Billion a month to $30 Billion until eternity. It’s all good, right? Since Jan 1 2017 our debt service obligation is $458 Billion. So again no problem, right?

NEWSROOM crewneck & prints