Steve Sosnick, Interactive Brokers’ chief strategist, discusses some themes from 2020 and what that means for risk going forward in 2021.
Control of the US Senate will have big implications for investors as will the direction of Fed policy and tech stocks.
Photo Credit: Gayle Nicholson via Flickr Creative Commons
AI investment fuels a $1.1 trillion capex surge in the S&P 500, with IT returns soaring post-tariff. Meanwhile, AI transforms marketing by making high-quality ad creation affordable and narrowing the gap between big brands and small businesses.
Fed policy has a heightened data dependency, leading to increased volatility in the bond market. Even though rate cuts remain the odds-on favorite for later this year, investors should heed the tenor of recent Fed-speak, which reinforced the notion of rates being higher for longer.
Clusterstock created this interesting chart from a Barclays report about the coming reconstruction boom in Japan, which concludes that short-term GDP declines […]
American carmakers face a raft of challenges
