Conference Calls
Market & Economic Issues in 2021
January 4, 2021
A replay of our January 7, 2021 conference call.
A replay of our January 7, 2021 conference call.
In the last few days, the betting market has priced in a larger chance for Democrat victories in the Georgia Senate runoff. Incumbent Kelly Loeffler (R) is now expected to lose her race. Incumbent Dave A. Perdue (R) is now in a toss-up race. The probably Republicans retain control of the Senate is also a toss-up at 54%.
A recap of the best and worst returns across major asset classes in 2020
Today's topics include get ready for the most volatile day of the year, turning traders to clients, China's liquidity balance, publicizing stock picking with polls, bitcoin's volatile holiday weekend, the roaring twenties, how quick a recovery?, European lowflation, slowing population growth & the U.S. economy, productivity in the home office, bond liquidity scare in 2020, and oil supply/demand
Equity funds finally snapped their streak of 20 straight monthly outflows, with ETF inflows outpacing mutual fund outflows.
Today's topics include financial markets year in review: 2020, an M&A rebound, housing affordability, corporate debt isssuance to plummet in 2021, more on the stimulus debate, the inflation story again, Brexit & the U.K, Bitcoin's future, and wealth accumulation in 2020
Stock prices since the 1600s
A long-term view of interest rates in the U.S.
A long-term look at GDP per capita
A long-term look at government finances