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Making sense of a stock market just 16% off its high while a pandemic costs 26 million jobs

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CNBC/Michael Santoli/4-25-2020

graphic image of bull and bear“Why isn’t the stock market much lower? This question is occurring to plenty of observers right now, given the apparent contrast between economic realities and equity performance.”

USAGOLD note: A good many are asking this same question, even investors who concentrate their portfolios in common stock.  Of course, the reason is a widespread belief that massive money creation will inflate a new Wall Street bubble combined with a sense that things will be better once the pandemic hopefully passes.  But is such thinking rational at a time when the entire global economy is flipping over to a new abnormal?  Some see the recent gains as a bear market rally.

Related: Investors baffled by soaring stocks in ‘monster’ depression / Financial Times / Robin Wigglesworth / 4-24-2020