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Three major U.S. banks simultaneously urge caution about future market returns. Plus, a bull vs. bear smackdown

The Globe and Mail
Three major U.S. banks simultaneously urge caution about future market returns. Plus, a bull vs. bear smackdown
Published April 12, 2021
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Mondays are great for me because they bring a fresh onslaught of equity strategy research reports. This week most of them said the same thing - namely that the economic recovery is largely priced in to equities and returns will be harder to come by in the months ahead. ....

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'Back to the office – whether you want to or not': REIT executives

The Globe and Mail
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
CIBC held their annual real estate conference virtually after a one-year hiatus.
Management at major office REITs remain adamant that work-from-home will largely end with vaccinations,
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“Back To The Office – Whether You Want To Or Not: There has been a widely circulated narrative over the past year suggesting that many employees that are currently working from home will continue to do so, even in a post-pandemic world. Panelists seemed to widely disagree with this notion (it seemed to come up in every panel, not just our office-specific discussion) ....

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Morgan Stanley: This Cycle Will Burn "Hotter And Shorter" So Start Thinking About Rotating Out Of Early-Cycle Winners

Morgan Stanley: This Cycle Will Burn "Hotter And Shorter" So Start Thinking About Rotating Out Of Early-Cycle Winners
zerohedge.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from zerohedge.com Daily Mail and Mail on Sunday newspapers.

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Why rising bond yields are so critical for your investment returns. Plus, bearish bets against TSX stocks plunge and the troubling outlook for utilities

Why rising bond yields are so critical for your investment returns. Plus, bearish bets against TSX stocks plunge and the troubling outlook for utilities
theglobeandmail.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theglobeandmail.com Daily Mail and Mail on Sunday newspapers.

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