Edwin Slaghekke
Edwin Slaghekke
bag cautious companies far half mixed second
Companies are cautious for the second half of the year. It's been a mixed bag so far for results.
afraid biggest economy everybody fear fed growth hike might points raising shows
It shows growth for the U.S. economy but also points that the Fed will keep raising rates. Growth is good, but everybody is afraid that the Fed might kill growth if they do hike too much. That is a fear and could be the biggest headwind for equities this year, if it happens.
asset class companies fed good growth high interest level low profits raise rates valued
We have a level of growth now in the world that is low enough for the Fed not to raise interest rates by a lot, but high enough for companies to grow profits in a very good way. Equities are the least over- valued asset class and growth is very decent.