Oct 8, 2020
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income markets, the start of third quarter earnings season, and the state of the economic recovery.
Topics covered include:
- Regulatory restrictions on banks paying dividends and buying back shares
- What overcapitalization in the banking sector means for the stock market
- The economic recovery and stimulus updates
- Short- and long-term expectations for the S&P 500