| Followers | 679 |
| Posts | 141047 |
| Boards Moderated | 36 |
| Alias Born | 03/10/2004 |
Friday, February 03, 2017 4:10:32 PM
Global Growth Is Accelerating, But Headwinds Persist
* February 3, 2017
The global economy is on the mend. Measures of current activity are rebounding, as are a variety of leading economic indicators.
Investors have taken notice: Market-based inflation expectations have risen, as have growth-sensitive commodity prices. Earnings growth expectations have surged, rising in the U.S. to nearly the highest level in a decade. Cyclical stocks have also bounced back, after having lagged the overall market for five years.
We agree with the market’s positive re-rating of global growth prospects, but worry that undue pessimism is starting to give way to excessive optimism. Two potential developments in particular could end up giving investors pause: a slowing of China’s economy later this year and the possibility that U.S. fiscal policy will end up being less stimulative than expected. Please see the next two Insights.
https://blog.bcaresearch.com/global-growth-is-accelerating-but-headwinds-persist
• DiscoverGold
Click on "In reply to", for Authors past commentaries
* February 3, 2017
The global economy is on the mend. Measures of current activity are rebounding, as are a variety of leading economic indicators.
Investors have taken notice: Market-based inflation expectations have risen, as have growth-sensitive commodity prices. Earnings growth expectations have surged, rising in the U.S. to nearly the highest level in a decade. Cyclical stocks have also bounced back, after having lagged the overall market for five years.
We agree with the market’s positive re-rating of global growth prospects, but worry that undue pessimism is starting to give way to excessive optimism. Two potential developments in particular could end up giving investors pause: a slowing of China’s economy later this year and the possibility that U.S. fiscal policy will end up being less stimulative than expected. Please see the next two Insights.
https://blog.bcaresearch.com/global-growth-is-accelerating-but-headwinds-persist
• DiscoverGold
Click on "In reply to", for Authors past commentaries
Information posted to this board is not meant to suggest any specific action, but to point out the technical signs that can help our readers make their own specific decisions. Your Due Dilegence is a must!
• DiscoverGold
Join the InvestorsHub Community
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
