
Robert Lloyd, CFA
- Nov 15, 2020
Narratives Driving The Market In 2021
Narratives are important drivers of overall market performance Multiple narratives can be at work simultaneously Key narratives for 2021: Covid-19, Stimulus Money, The Banking System, and The Fed In recent years, stock market research has moved beyond just looking at balance sheets and cash flows. While these data points are important, they are not the only things that drive stocks up and down. There is a recognition that stocks move regularly with the broad market, regardles