And only talk about the virus, the vaccine developments, when there is not much thats new. Why do this at all on a friday evening . I cant answer that. Its good to get out of the house, i guess. Been announcement about pfizer come a couple of weeks earlier, which to be clear, doesnt appear the science would have allowed, im sure we would be talking about a different political landscape. Even with that bad timing. It is certainly an achievement for this administration to have been able to help accelerate some of these vaccines, like the vaccineng moderna into the final stages, and hopefully the level of emergency approval and access to the American Public by the end of the year. That remains a very big deal if it does go that way. Emily can you clarify for the record what pfizers involvement was in operation warp speed . They did not get money from the government, saying they misrepresented the involvement. What do we know to be the truth about that . Question, andeat its important we c
We shifte weeks where from recovering east coast cities with all of our bias there to the rest of america. It is not a pretty picture. What i find fascinating is axios moments ago features new mexico and oregon, where others are featuring arizona and texas. It is a state they are, a state here. I dont buy the second wave stuff. It just sums up to an expanded pandemic. Jonathan for real it is a moment for real humidity. Not a moment to project for real humility. Not a moment to project confidence. I think it was pretty clear in yesterdays News Conference the fed is not going to do any tightening anytime soon. Tom i sort of blew it yesterday. You know i am not a fan of the dot plot, and i never looked at dots on the bloomberg. It looks like an old line hockey stick from my youth. To 2022. T out and then miraculously, Interest Rates elevate somewhere out there longer term. I dont buy it for a minute. Of a heada bit scratcher for me as well. Lisa abramowicz, which got to talk about the dat
Green for much of the section and that is still the case. The russell 2000 is the big outperformer. The index now up for the past five straight days. And as for tech the nasdaq 100 on an intraday basis, alphabet hitting a new high. Take a look at the picture in yields. Just about everywhere you look on the curve today they are falling. Takes us to our talk of the tape. How much room for stocks to make a run into year end . Lauren goodwin of u. S. Life investments at post 9. Thats what some people are talking about. Were setting up for a run into the end of the year. Do you buy it or no . I think well see upside in equity. The challenge for investors when youre in this late cycle environment, its difficult to get meaningful sector or even style performance for more than a couple of days at a time. Well see what weve been seeing a range bound volatile market. We have not reached a recession or a bear mark yet. What if rates continue to move lower . Thats what this is largely about, right
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