#17 Перспективы-24: кто как видит
Иллюстрация последних прогнозов роста ВВП на 2024 год по четырем группам прогнозистов. Кажется, что формируется два кластера - условно, "в районе 1%" и "ближе к 2%".
Конечно, не исчерпывающая инфографика, но все что нашел на скорую руку. В первом комментарии - файл со ссылками на источники данных
BY Запасник экономиста
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
Start with a fresh view of investing strategy. The combination of risks and fads this quarter looks to be topping. That means the future is ready to move in.Likely, there will not be a wholesale shift. Company actions will aim to benefit from economic growth, inflationary pressures and a return of market-determined interest rates. In turn, all of that should drive the stock market and investment returns higher.
Запасник экономиста from us