In today’s installment, Jim and Ben will be discussing market prices versus economic growth and fundamentals amidst heavy monetary and fiscal policy intervention.
• Are U.S. equities in line with economic growth/ fundamentals?
• Equities versus U.S. Treasury yields, who is right? Is this the right question?
• Is the Federal Reserve fueling higher asset prices? Is there a bubble in equities and credit?
• Is the Federal Reserve distorting market signals?
Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.