Federal Reserve's US$3 trillion virus rescue inflates market bubbles

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The Federal Reserve's US$3 trillion bid to stave off an economic crisis in the wake of the coronavirus outbreak is fuelling excesses across U.S.

NEW YORK: The Federal Reserve's US$3 trillion bid to stave off an economic crisis in the wake of the coronavirus outbreak is fuelling excesses across US capital markets.

Here are some of the market bubbles that investors are attributing to the Federal Reserve's intervention.The Federal Reserve has not bought stocks as part of its financial stimulus programmes. But its near-zero interest rates and credit support for large swathes of Corporate America have driven yield-hungry investors back to the equity market.

"Why anyone would buy Nissans at Bentley prices is beyond me, but that's what happens generally with any sexy IPO. Sure the Nissan has 4 wheels and it's fine transportation, but is it worth a Bentley valuation?" said Richard Bernstein, chief investment officer at Richard Bernstein Advisors.The Fed's bond-buying programmes encouraged companies to tap credit markets and made the second quarter the busiest ever for debt issuance.

"Investment grade and high yield bonds had an incredible quarter in terms of issuance and performance. We just continue to see more and more money flow into those markets," said Ted Swimmer, head of capital markets at Citizen's Commercial Banking.

 

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