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January 20, 2021

Interest Rates

‘Unintended consequences’ from massive stimulus is starting to worry long-time bull Jim Paulsen

CNBC
CNBC – For more and to sign up click here The Leuthold Group’s Jim Paulsen sees trouble lurking as investors embrace growing odds of another stimulus package. Even though the long-time bull acknowledges massive aid has been necessary to steer the U.S. through the coronavirus crisis, he’s worried too much spending......

V-shaped recovery is in ‘tatters,’ and Wall Street doesn’t seem to care: Economist Stephen Roach

CNBC
CNBC – For more and to sign up click here Economist Stephen Roach sees trouble on Wall Street. His observation: The market is placing too much emphasis on the Federal Reserve holding interest rates at zero to prevent the economy from falling into another recession. “That gives markets conviction to......

Fed’s Bostic sees possible interest rate hike as soon as the second half of next year

CNBC
CNBC – For more and to sign up click here Raphael Bostic, president and chief executive officer of the Federal Reserve Bank of Atlanta. Christopher Dilts | Bloomberg | Getty Images Interest rates could rise sooner than forecast as the economy recovers more quickly than expected from the throes of......

What rising rates could mean for the stock market

CNBC
CNBC – For more and to sign up click here Traders work on the floor of the NYSE. NYSE The quick move higher in bond yields is sending a warning about the stock market – especially growth stocks. The benchmark 10-year Treasury has risen about 20 basis points since the......

Here’s how much you’ll make if you invest your $600 stimulus check for up to 40 years

CNBC
CNBC – For more and to sign up click here Millions of Americans are set to get their second stimulus checks in the coming days. The payments will be up to $600 per individual or $1,200 per married couple. Families will also receive an additional $600 per child under 17.......

‘Bonds are riskier than stocks,’ investor says. Where she’s putting money to work as rates rise

CNBC
CNBC – For more and to sign up click here As interest rates rise, investors may find themselves reconsidering their stock-to-bond allocations. The U.S. 10-year Treasury yield hit its highest level since March 20 on Thursday after moving above 1% for the first time since the Covid-19 pandemic began to......

Markets will get plenty of notice before Fed cuts back on bond purchases, minutes show

CNBC
CNBC – For more and to sign up click here The Federal Reserve will do what it can to prevent a “taper tantrum” when it finally decides to scale back on its bond purchases, minutes from the central bank’s most recent meeting showed Wednesday. Following a two-day session Dec. 15-16,......

Stocks and bitcoin are massive bubbles, long-time bear David Rosenberg warns

CNBC
CNBC – For more and to sign up click here Long-time market bear David Rosenberg is warning investors the stock market and bitcoin are massive bubbles. The economist and strategist cites crowded trades amid a struggling economic backdrop for his concerns. “Based on our [stock market] valuation work, we are......

2021 may mark the first inflation comeback in a generation, market researcher Jim Bianco warns

CNBC
CNBC – For more and to sign up click here Wall Street forecaster Jim Bianco is bracing for a 2021 inflation comeback. His main catalysts: hundreds of billions of dollars in federal coronavirus aid and vaccines that begin normalizing the economy. “Once you get all of that into the pipeline,......

Tech bull Paul Meeks predicts another record year, but sounds the alarm on DoorDash and Airbnb

CNBC
CNBC – For more and to sign up click here Long-time tech investor Paul Meeks expects 2021 to be another winning year for the Nasdaq. But Meeks, who’s known for running the world’s largest tech fund during the late 1990s, warns two popular names that went public this month won’t......

Market bull delivers year-end optimism as fresh virus fears spark jitters

CNBC
CNBC – For more and to sign up click here CFRA’s Sam Stovall is delivering yuletide optimism to investors. The firm’s chief investment strategist believes another fiscal stimulus measure coupled with Covid-19 vaccines hitting the marketplace will help stocks stage a year-end rally. “We’re familiar with the Santa Claus rally popularized......

Owe, here we go! Running the deficit for COVID relief will haunt the nation

NYPost
Charles Gasparino With COVID still raging and public officials idiotically closing vast swaths of the economy, now shouldn’t be the time to start pinching pennies with another massive pandemic relief package, as Congress is doing while this column goes to press. Or maybe it is time. The deal on the......

Market winners suggest ‘nobody cares’ fundamentals are rebounding, all-star investor Rich Bernstein says

CNBC
CNBC – For more and to sign up click here Institutional Investor Hall of Famer Richard Bernstein sees a risky market dynamic. He’s questioning why so many investors prefer momentum names in technology when the economy is getting ready to boom. “The whole innovation disruption thing is becoming a sucker’s......

Powell says stock prices are not necessarily high considering the low level of interest rates

CNBC
CNBC – For more and to sign up click here Stocks at record highs and bond yields not far from their historic lows are telling two different stories, but Federal Reserve Chairman Jerome Powell said he isn’t worried about the disparity. In fact, the central bank chief said during a......

Robert Shiller calls stocks ‘highly priced,’ but wouldn’t cash out

CNBC
CNBC – For more and to sign up click here Nobel Prize-winning economist Robert Shiller believes the fear of missing out is fading. According to Shiller, the market phenomenon was the major narrative driving the historic rally off the March 23 low — as the world entered the throes of......

The Fed could disappoint markets Wednesday, even if it keeps a super dovish tone

CNBC
CNBC – For more and to sign up click here The Fed may see a brighter long-term outlook when it releases its economic forecasts Wednesday due to vaccine developments, but it also has the opportunity to disappoint at least some investors who are expecting immediate changes in its bond buying......

Wall Street bull Tony Dwyer strengthens outlook, but warns ‘excessively high’ optimism spells near-term trouble

CNBC
CNBC – For more and to sign up click here Canaccord Genuity’s Tony Dwyer is on correction watch due to frothiness in the market. But he isn’t rolling back his overall bull case for stocks. Rather, he’s strengthening it by boosting his EPS or earnings per share targets for this......

Trend shows home price growth at record high, rising at fastest pace since early 2000s

CNBC Real Estate
Housing is doing something it hasn’t done since the bubble. According to economic forecaster Lakshman Achuthan, home prices across the country are rising at the fastest pace since 2004. Plus, he finds price growth is at a record high. “This economy that has been really driven by stuff at home,”......

Market sentiment is at dot-com-bubble euphoria levels due to vaccine optimism, investor Peter Boockvar warns

CNBC
CNBC – For more and to sign up click here Investor Peter Boockvar warns bullishness is at dangerous levels. He’s worried about investor optimism touching dot-com-bubble euphoria levels. “Sentiment has gotten as ebullient as we’ve seen in early 2000,” the Bleakley Advisory Group chief investment officer told CNBC’s “Trading Nation” on......

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