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 "Contradicting Wall Street forecasts of a sustained boom, the US economy has been returning to a low growth rate similar to the rate prevailing before the pandemic arrived." Synopsis – 8/21 |
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~ R. David Ranson, President and Director of Research HCWE & Co. |
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 Equity-Market Outlook |
| When should energy portfolios be trimmed during an oil-price boom? |
| Energy stocks price the economy's behavior extremely quickly. The outlook for excess returns from the energy sector is neutral. |
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Economic and Investment Observations |
| Capital spending misinterpretations |
| CapEx has grown fast in the first half of the year -- but not at all because the economy is abstaining from consumption. The boom that some see is a mis-diagnosis. |
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Fixed-Income Barometer |
| "Market forecasts" for the coming twelve months as of September 1, 2021 |
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International Barometer |
| "Market forecasts" for the coming twelve months as of September 1, 2021 |
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Synopsis |
| Briefing Points on the Global Market Outlook, August 2021 |
| Contradicting Wall Street forecasts of a sustained boom, the US economy has been returning to a low growth rate similar to the rate prevailing before the pandemic arrived. |
