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What to Make of Current Market Conditions – September 2020

The powerful recovery in US stocks since the brief bear market in March 2020 has far exceeded everybody’s expectations. The turnaround is a record breaker.

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The powerful recovery in US stocks since the brief bear market in March has far exceeded everybody’s expectations. The turnaround is a record breaker.

Risk assets have decoupled from falling profits and rising default rates in extraordinary fashion, a world apart from the last market downturn in 2008. This impressive achievement owes partly to the size and speed of stimulus and market backstopping from policy makers, a multiple of that seen in 2008.

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