Re: The US Economy Thread

[Yuri Yukuv]

You voted against investment inflows into Europe??.. wow.  You guys are from the dark ages if i'm reading this correctly.  I think i'm going to leave this thread then.

The only things worth buying in europe are german industrial exporters, five star hotels in the main tourist destinations, exporters of pharma and consumer staples and the occasional tech stocks. With the emerging market slowdown those all have question marks on them.

Europe is right now were Japan was in 1992, the beginning of a huge structural stagnation

European earnings are still way far away from peak whereas the US has surpassed them

Dont see why anyone should buy anything there

Glad I have been vindicated on this

[BarrileteCosmico]

http://economicmusings.com/post/98147052886/some-thoughts-on-the-markets

Inflation expectations getting a 45 bps drop, dollar strengthening, yen weakening, & gold losing value. Smells like tightening to me.

[BarrileteCosmico]

http://economicmusings.com/post/98147052886/some-thoughts-on-the-markets

Inflation expectations getting a 45 bps drop, dollar strengthening, yen weakening, & gold losing value. Smells like tightening to me.

[RealGunner]

The U.S. is fading as the global growth engine



https://www.bloomberg.com/news/articles/2017-07-24/the-world-is-leaning-less-on-its-biggest-economy-to-sustain-the-recovery?utm_content=markets&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social&cmpid%3D=socialflow-twitter-markets

[Tomwin Lannister]

Spain and Italy. Lol.

[BarrileteCosmico]

That's just revisions for growth, not actual growth, right? It just shows what people changed their mind about, not what they expect to happen

[RealGunner]

Think it's IMF forecast

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