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MarketScape: A Touch of Over-Optimism with Equities Globally
Global equities have performed well over the past month, but we think over-optimism on U.S. earnings growth in the coming years along with challenging economies in Europe and China merit caution by investors. Chief Investment Strategist for North America Chris Shipley describes how we’re positioned for this market.
- U.S. Earnings Growth Projections Likely Optimistic
- Economies are Stalling in Europe and China
- Inflation, Economic Good News Likely Already Priced In
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