Overly optimistic expectations for US GDP. Growth likely to slow in Q4. Rising budget deficit. Massive and unconditional support from the Fed. High risks for equities.
- Second wave of Covid-19 could slow US
- Over-optimistic expectations for US GDP?
- US elections will reinforce the new fiscal
- Rising taxes threaten financial markets
- Massive, sustained and unconditional
support from the Fed
- Full monetisation of US Treasury issuance?
- US presidential election: a game changer for