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  • 8h
    John G Acher John G Acher
    "In the 11 years since 2005, the economy has never had an annual growth rate above 2.7 percent. (...) So do economists really think that 3...
  • Article / 12 July 2017 at 12:00 GMT

    Binary solution

    Head of Trading / The ECU Group plc
    United Kingdom
    Binary solution
    Although downside risks to the global economy seem to have diminished recently, upside risks have not grown. This backdrop supports a risk-positive, yield-seeking market until inflation (or fiscal stimulus) emerge.
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  • 29 May
    djustoe djustoe
    So with the improvement in earnings, are companies no longer seen to be overvalued using p.e ratios for example?
    29 May
    Georgio Stoev Georgio Stoev
    Despite high valuations, CAPE of SP 500 at 29x, equities can continue to climb. Little bit of exuberance in the late stages of a bull market.
  • 15 May
    Morris Morris
    A strategic summation would be helpful otherwise
    we are just overloaded?
  • Article / 05 May 2017 at 12:00 GMT

    A step to the bright side

    Head of Trading / The ECU Group plc
    United Kingdom
    A step to the bright side
    The global economy is showing some incremental positive developments, from a more hawkish Fed, lower oil prices that could dampen inflation expectations, to reduced French political uncertainty and favourable UK economic momentum.
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  • Article / 21 April 2017 at 13:05 GMT

    Not so fantastic four

    Head of Trading / The ECU Group plc
    United Kingdom
    Not so fantastic four
    The four front-runners in France's presidential election are too close in the polls ahead of Sunday's first-round ballot to rule out any permutation for the May 7 run-off. Yesterday’s rally in the euro was partly tempered by an opinion poll showing a narrower margin of victory for the centrist candidate Emmanuel Macron. For financial markets the most troubling combination would be a second round pitting the leftist Jean-Luc Melenchon with the far-right's Marine Le Pen.
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