Commodities have regained appeal following correction

Monday, 29 March 2021

The near term growth outlook is very bullish, explaining the strong increase in asset prices and stock indices fluctuating near record highs. However, does the longer term outlook for growth, corporate profits and interest rates also vindicate the very high valuations and very optimistic long-term expectations which today’s stock prices are pricing in? We have our doubts…

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Maria Thorvardardottir

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Maria Thorvardardottir