IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical, structural and behavioral forces. This is a positive backdrop for housing-related stocks and will support the recovery in the overall business cycle.• Global Market View—Equities have remained resilient in the face of rising virus cases with the S&P 500 trading near…
Merrill Lynch On Housing And The S&P 500
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Short-Termisms: Best Remedy for Shutdown and Tapering, Is A Shutdown and Tapering
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Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
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