Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.
Tag: Conference Board
Two reports seem to show a cooling economy, with the Fed backing off.
One school of thought: the 10-year Treasury hitting that level signals a growth slowdown.
The one skunk at the picnic is pessimistic Deutsche Bank, which sees trouble ahead.
People think the economy’s big gains are behind us, says Comerica’s top economist.
While pollsters say their mood is sour, people still are spending more than before, JLL’s Severino says.
Compared with anemic economic growth in the past decade, things are still looking up.
A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.
The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.
UBS survey of family offices says a majority foresee an economic slump in 2020.