und drohender US-Inflation.
https://www.marketwatch.com/story/...at-might-change-soon-11602275680...The longer the economy goes without another financial aid package, the worse the situation may become.... Some analysts increasingly think it will also soon start to make an impact where it cannot be ignored: in the financial markets.
“Stimulus is the wrong word for this,” said David Rosenberg, a long-time strategist now running his own firm, Rosenberg Research.
“This not classic Keynesian stimulus. It’s a lifeline to get us through. The stimulus has become what the Phase One Trade deal was last year.”
Week after week, roughly 800,000 Americans file for first-time jobless benefits, the springtime Congressional stimulus money has run out, and things are generally growing more dire for businesses and households, Rosenberg thinks. “If they don’t pass some sort of bill quickly, how many businesses will go under, how many missed payments will we see on rent, debt service, and utilities? The next few months are really critical. I’m quite amazed that there’s quibbling over a hundred billion dollars here and there with so much at stake.”...
...the fear investors should be preparing for is with
inflation, not a stalling economy, Davis thinks...
Mein Reden, siehe hier:
https://www.ariva.de/forum/...n-thread-283343?page=5977#jumppos149442
...“We’ve been through a profound economic shock with the virus, but everything every policy-making body in the US is doing is inflationary. It is designed to be inflationary.”
... If market participants realize there’s no hope of a deal until after the election, Rosenberg thinks the market reaction could be abrupt (downwards, A.L.) . “I think that we already have the template from the last hour of trading on Tuesday and the huge bounce back on Wednesday,” he said. “The market swung violently lower when Trump broke off talks and then we rallied the same amount when the talks were back on."
“Stimulus now means a weaker dollar and no stimulus means a stronger dollar because it’s risk off,” Rosenberg added. “Lower interest rates will be bad news for the financials and bank stocks. The most cyclical stocks will suffer the most. The sectors that will do the best would be utilities and consumer staples and anything in big tech having utility-like characteristics.“...
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