Unanimidad en el optimismo bursátil respecto a 2014
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Recojo literalmente un párrafo de un informe de Axa que me ha parecido significativo: Assuming that the fiscal tightening does not exceed 1% of GDP and that the Fed does not allow bond yields to rise too fast or too high (our long held end of 2014 target is 3.5% for 10Y Treasuries), the US economy should accelerate significantly, allowing equity markets to absorb the Fed’s reduction of liquidity injections. Since the other powerhouse of the world, China, is unlikely to slow significantly –Chinese leaders have made it clear that they won’t tolerate growth below 7%– the global economy should accelerate, allowing the ‘global healing’ process to advance further and global trade to recover neatly.
Unanimidad en el optimismo bursátil respecto a 2014
Unanimidad en el optimismo bursátil respecto…
Unanimidad en el optimismo bursátil respecto a 2014
Recojo literalmente un párrafo de un informe de Axa que me ha parecido significativo: Assuming that the fiscal tightening does not exceed 1% of GDP and that the Fed does not allow bond yields to rise too fast or too high (our long held end of 2014 target is 3.5% for 10Y Treasuries), the US economy should accelerate significantly, allowing equity markets to absorb the Fed’s reduction of liquidity injections. Since the other powerhouse of the world, China, is unlikely to slow significantly –Chinese leaders have made it clear that they won’t tolerate growth below 7%– the global economy should accelerate, allowing the ‘global healing’ process to advance further and global trade to recover neatly.