Aug 13, 2020
In this audio update, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the relationship between real and nominal interest rates and the economy, as well as the latest developments in the equity markets, including the disparity in market sentiment.
Topics covered include:
- Real versus nominal interest rates
- Mismatch between market sentiment and economic activity
- Equity market valuations and corporate profit growth
- Improving economic activity in the U.S. and abroad