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The US Congress is working on a 3.5 trillion dollar package of spending programs and tax breaks to support a broader range of public investments.
Another fascinating market dislocation is happening in the government debt markets of the financial economy. This supply and demand imbalance can affect prices on almost every asset, and is currently forcing long-term interest rates back down.
Congress seems close to passing another trillion-dollar bill that would invest in the infrastructure of the economy.
As of late, the stock market has experienced a meaningful style rotation. Throughout much of the previous five months, the returns on the value style have accelerated while the returns on the growth style have stalled out.
The US stands at a critical juncture concerning the future use of the deficit. It can support popular social programs that add less direct productivity to the economy or invest in projects that can create immediate jobs.
In an effort to make sound decisions, investors need to be mindful of certain key shifts in the investment landscape which relate to the rise in SPAC popularity.
Increasing consumption and investment are trends when confidence is usually strong, and we have observed a positive sentiment shift recently in these areas. However, a shift to increased currency demand will put upward pressure on interest rates when the supply of that currency is fixed. Therefore, the latest interest rate increases may actually serve as an expansionary sign for the economy and a monetary system that is operating as intended.
The GameStop situation illustrates not only the unique risks associated with investing in a single company, but also the manufactured risks that can result from the activity of traders and investor behavior.
Despite the challenges that were unveiled in 2020, there are reasons for celebration. This was a year of massive scientific discovery and technological advance. In an extremely compressed time frame, the scientific community was able to produce a vaccine for COVID.
Positive developments around a COVID-19 vaccine were recently released which bolstered stocks and steepened the curve of government yields. A highly effective vaccine is expected to restore confidence and improve nominal growth.