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Travel demand won’t return to normal until mid-2021, even in the best-case scenario, an analyst warns
Under the best-case scenario, with slowing case growth, a Stifel analyst says air travel demand could return in 2021. But airlines may suffer longer.
UBS outlines an ‘enormous opportunity’ to buy up high-quality stocks and bonds following a sharp sell-off in recent weeks
Recent weeks saw equities across all S&P quality rankings tumble, and investors should "own high-quality names" when the virus threat fades, UBS said.
BANK OF AMERICA: After a ‘Fast and Furious’ market downfall, investors should buy whatever the Fed buys
Investment-grade corporate bonds will jump first as the Fed begins buying debt and sector outflows slow, the bank's strategists said.
JPMORGAN: The riskiest areas of the market have bottomed out for this recession — and now is the time for traders to start buying again
Markets typically bottom before recessions end, and enough criteria have been met for assets to surge in the second quarter, JPMorgan said.
SOCIETE GENERALE: The S&P 500 is flirting with an upper limit — and could fall another 30% amid economic recession
Investors should buy stocks if S&P 500 falls below 2,100, the analysts said, adding positions grow risky if the index holds 2,400 amid the virus threat.
JPMorgan slashes its GDP forecast for next quarter, now sees a 25% contraction and an imminent recession despite ‘Herculean’ stimulus meas...
The bank kept its estimates for an economic rebound in the second half of 2020, noting tight financial conditions offset hopes for a sharp recovery.
Goldman Sachs: 4 key differences make the coronavirus-fueled bear market more worrisome than past slumps
Though rate cuts were helpful in past bear markets, historically low rates and widespread quarantines stifle their effectiveness today, Goldman said.
From Broadway receipts to NBA attendance, these 6 charts from JPMorgan show the sudden collapse of key US industries as a coronavirus recession looms
The sectors account for more than 18 million jobs, leading a prolonged downturn to drive "likely stunning" hits to US employment, the analysts wrote.
Morgan Stanley officially says a global recession is now its base case as the coronavirus outbreak escalates
The bank's economists estimate the coronavirus-fueled recession won't be as dire as the 2008 financial crisis but will overshadow 2001's downturn.
The coronavirus' "financial and societal devastation" will drag the S&P 500 to its lowest level in four years before a sharp recovery, Goldman said.