Newsclips
Quick Comments/What We’re Reading
September 1, 2020
Today's topics include China's index concentration, global trade rebound, post split gains, fuel demand, factory job cuts, Musk's wealth ballooning, and psychological scars
Today's topics include China's index concentration, global trade rebound, post split gains, fuel demand, factory job cuts, Musk's wealth ballooning, and psychological scars
A replay of our September 3, 2020 Conference Call
Today's topics include the Fed's toolbox, negative rates, banks' rough quarter, tracking the changes to the Dow, quantifying retail trading, the Fed's war on low inflation, stock market seasonality, and a falling dollar.
Q2 was another rough one for banks amidst the lowest net interest margins on record and surging loan loss provisions.
Real GDP fell by 12.11% in G7 countries in the second quarter as quarantines took hold.
The University of Oxford has created a series of indices to help measure countries' responses to the pandemic.
Although short sellers have taken losses since the March low, on a YTD basis the stocks that are most shorted are actually still down almost 17%.
The betting market suggests this is a very close election.
Updating the growth in central bank balance sheets
Real S&P Returns since 1900