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Commentary & Opinion

April 2, 2020 Understanding the Economic Shock of Coronavirus

Source: Harvard Business Review

As the coronavirus continues its march around the world, governments have turned to proven public health measures, such as social distancing, to physically disrupt the contagion. Yet, doing so has severed the flow of goods and...

January 30, 2020 Goldman's Solomon on Investor Day, Growth Strategy and Diversity - video

Source: You Tube/Bloomberg

David Solomon, Goldman Sachs Group Inc. chairman and chief executive officer, discusses the company's first-ever investor day, growth opportunities and his commitment to diversity with Bloomberg's Sonali Basak on "Bloomberg...

December 24, 2019 Opinion: Why higher stock prices, a strong economy and Trump’s re-election are likely in 2020

Source: MarketWatch

December 2019 is the exact opposite of December 2018 for stock investors. Instead of overtightening, as it did back then, the Federal Reserve is accelerating the growth of its balance sheet.

December 4, 2019 What a ‘no-deal’ U.S.-China trade scenario would mean for stocks and bonds

Source: MarketWatch

Imagine there’s no trade deal and that the U.S.-China battle is left to rumble on through most of next year instead.

November 27, 2019 Opinion: Intel sticks some coal in Dell and HP’s Christmas stockings

Source: MarketWatch

HP Inc. HPQ, -0.45% and Dell Technologies Inc. DELL, -3.40% both admitted Tuesday that they expect a negative impact on their future results as a result of chip shortages for which Intel apologized last week.

November 27, 2019 Cramer: The stock market will continue rallying despite trade war, impeachment and other concerns

Source: CNBC

The stock market continues to rally, even though the trade war has not been resolved, the yield curve is flattening again, and some opioid makers are facing another criminal probe.

November 12, 2019 ‘This is the most prosperous economy the world has ever seen’ says Jamie Dimon — and it’s going to continue

Source: MarketWatch

“The consumer, which is 70% of the U.S. economy, is quite strong,” he said. “Confidence is very high. Their balance sheets are in great shape. And you see that the strength of the American consumer is driving the American economy...

November 1, 2019 Fiat Chrysler merger with PSA more likely than Renault deal

Source: Detroit News

No plant closures, fewer government ties and independence from other entangling partnerships means Fiat Chrysler Automobiles NV’s proposed merger with French automaker Groupe PSA has a better chance of success than it had with...

September 17, 2019 Here's how the attacks on Saudi oil supply could impact the trade war - video

Source: CNBC

CNBC's Brian Sullivan and Kevin Book, managing director at Clearview Energy Partners, join "Squawk Box" to discuss the sectors of the economy that could be impacted by the drone strikes on oil fields in Saudi Arabia.

August 22, 2019 Home Depot CFO: We don't see a recession

Source: Yahoo Finance

“We don’t see it,” longtime Home Depot Chief Financial Officer Carol Tomé ... said consumers continue to shop for big ticket items and sales across U.S. geographies remain solid. If the U.S. was in a recession — or nearing one —...

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