We’ve talked a lot about the 2008 Playbook in the last month to highlight how things can still go wrong for risk assets; today, let’s look at what worked best from 2009 – 2010, the initial period of recovery after the Financial Crisis. First...
Excerpt from Benzinga quoting DataTrek’s Nick Colas: …. “The SPDR S&P 500 ETF Trust SPY 1.3% traded higher by 2% on Thursday morning, and the S&P 500 hasn’t made new 2020 lows since March 23. However,...
Financial Times quoting DataTrek Research: …. “DataTrek notes that the resilience of the S&P 500 around the 2,500 level reflects the view of there being little long-term damage to the earnings prowess of US blue-chips once the...
