Risk of Retreat

Northern Trust
By July 23, 2020 12:54

Risk of Retreat

The first wave of the economic recovery from the pandemic has generally exceeded expectations. Policy interventions in the form of large fiscal packages, asset purchases and government loan schemes have prevented household and business failures. Economies appeared well-positioned to recover as health-related restrictions were lifted. But the recovery remains vulnerable to recent surges in COVID-19 infections and the expiration of government support programs in major world economies. It is increasingly likely that the pace of recovery could flatten in the second half of 2020 and beyond. Following are our views on how major world economies will fare this year and next.

Northern Trust
By July 23, 2020 12:54

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"De publicatie van de 2e #kwartaalcijfers van banken is in volle gang. Een spannende periode. Deze cijfers gaan ons namelijk meer inzicht geven in de impact van de Corona crisis op de ..." -> https://www.opiniopro.com/2020/07/achmea/thema-de-staat-van-banken-in-corona-tijd-voldoende-buffers/

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🇺🇸S&P 500 Total Return Attribution

Multiple expansion explains the S&P 500's total return YTD, despite negative earnings growth 👉 https://www.isabelnet.com/?s=return

h/t @SoberLook #markets #investing #assetallocation #returns
#sp500 $spx $spy #stocks #earnings #EPS #stockmarket #equities

🇺🇸 S&P 500

Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and the US economy 👉 https://www.isabelnet.com/?s=S%26P+500

h/t @LanceRoberts #valuation #markets #investing #sp500
$spx #spx $spy #stocks #stockmarket #equities #GDP #economy

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