ACTV - Blackout Of Buybacks Threatens Bullish Run

2024-03-20 05:00:00 ET

Summary

• With the last half of March upon us, the blackout of stock buybacks threatens to reduce one of the liquidity sources supporting the bullish run this year.
• Between the Federal Reserve injecting massive liquidity into the financial markets and corporations buying back their shares, there have been no other real buyers in the market.
• With corporate buybacks on track to set a new record this year, exceeding $1 trillion, corporations will need lower rates to finance the purchases.

With the last half of March upon us, the blackout of stock buybacks threatens to reduce one of the liquidity sources supporting the bullish run this year. If you don't understand the importance of corporate share buybacks and the blackout periods, here is a snippet of a 2023 article I previously wrote....

For further details see: