9th December 2020

  • Mnuchin Pitches $916 Billion Relief Plan Including State Aid

Plan would include aid to states and liability protections

Proposal is bigger than separate bipartisan $908 billion plan

https://blinks.bloomberg.com/news/stories/QL1S9IT0G1PJ

  • Gundlach Sees Inflation Above 2% Next Year After Hitting Trough

Underperformance of small cap stocks may be ending, he says

FAANGs, Microsoft are breaking down as market’s ‘generals’

https://blinks.bloomberg.com/news/stories/QL17QYDWX2QR

  • Central Banks Step Up $5.6 Trillion Bond Binge Despite Doubts

Bond-buying has been used for years to help revive inflation

Policy may yield diminishing returns in post-Covid recovery

https://blinks.bloomberg.com/news/stories/QJVU9WDWLU6B

  • Flatter Treasury Curve Reflects Views on Fed Buying Tweak: BMO

https://blinks.bloomberg.com/news/stories/QL1IRUT0G1MH

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