The US Economy Thread

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Post by Yuri Yukuv Thu Sep 25, 2014 1:00 am

@Yuri Yukuv wrote:
@sportsczy wrote: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

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Post by BarrileteCosmico Thu Sep 25, 2014 2:44 am

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.
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Post by BarrileteCosmico Thu Sep 25, 2014 2:44 am

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.
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Post by RealGunner Mon Jul 24, 2017 10:02 pm

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

The US Economy Thread - Page 8 1000x-1

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
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Post by Tomwin Lannister Mon Jul 24, 2017 11:24 pm

Spain and Italy. Lol.
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Post by BarrileteCosmico Mon Jul 24, 2017 11:38 pm

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
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Post by RealGunner Mon Jul 24, 2017 11:53 pm

Think it's IMF forecast
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