the current stock market rally fundamentally justified or bubble-driven
Read more ↗1. What do “recession” and “soft landing” actually mean? Before we talk predictions, it helps to clear up the jargon: Global recession (in practice) means: World growth drops to something like ~1–2% or less. Several major regions (US,…
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1. Why the rally does make fundamental sense There are real, concrete reasons why markets have gone up. Not everything is hype. 1. Corporate earnings have held up better than feared After massive rate hikes, most people expected:…
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