Някои съобръжения, които мечи настроените може би пренебрегват.
http://www.cnbc.com/2016/09/22/if-fe...lsen-says.html
Самият аз съм правил няколко пъти паралели с 1950-те години, когато Федът излиза от подобна ситуация на сегашната - супер ниски лихви и следвоенна планина от ДЦК в баланса си.
The prospect for "moving back towards" positive earnings growth looks good in the second half of this year, the chief investment strategist said.
Just 2 percent earnings growth would exceed the yield on the 10-year Treasury, he pointed out. The 10-year yield was around 1.65 percent in early trading Thursday.
Back to 1950, when the Fed raised rates while earnings growth exceeded the 10-year yield, the stock market has outperformed, Paulsen said, turning in "almost 10 percent annualized gains."
Just 2 percent earnings growth would exceed the yield on the 10-year Treasury, he pointed out. The 10-year yield was around 1.65 percent in early trading Thursday.
Back to 1950, when the Fed raised rates while earnings growth exceeded the 10-year yield, the stock market has outperformed, Paulsen said, turning in "almost 10 percent annualized gains."
Самият аз съм правил няколко пъти паралели с 1950-те години, когато Федът излиза от подобна ситуация на сегашната - супер ниски лихви и следвоенна планина от ДЦК в баланса си.
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