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Another Big Bank Cuts 2019 S&P Forecast, But It’s The December Postmortem That’s Really Interesting…

Looking back and looking forward.

Looking back and looking forward.
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2 comments on “Another Big Bank Cuts 2019 S&P Forecast, But It’s The December Postmortem That’s Really Interesting…

  1. Franceska

    Lot of stuff and food for thought here.

    Figure 3 very good, I would have added the inverted curve obsession and the Wells Fargo theory of rebalancing bonds/stocks, for posterity. If someone asks what happened in December that’s a good representation anyway.

    The only way I see for liquidity to improve significantly is that market makers and primary dealers (as regards the repo market) increase their capital base. Regulations are different from 10 years ago, and it’s more difficult to commit and expand the balance sheet nowadays. Capital being equal you can do less today.

  2. Pingback: Why this stock market is ready to reward investors with a strong stomach – Daily Wealth Alerts

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