S&P 500 IndexShort
The new world economy manifesto
1-The elusive global economy will be replaced by a new era of regional economy alliance trigged by the US and China Cold War and weakening European Union caused by Brexit
2-China will accelerate decoupling its reliance on the US to create a self-sustaining economy with the aim to cut further ties with the US.
3- A new era of regional innovations in technology will challenge the dominance of the US tech giants in both high tech manufacturing and end-customer products
4- Central banks will learn from the failed experiment of monetary easing, to cure corporates addiction to easy money and foster meaningful, sustainable growth that delivers long term value to shareholders
5- Companies valuation will change (longer horizon) to discount share buy backs to prevent artificial rise in stock value that is currently counts for 40% the major US stock valuations
Short Term: The current market up/down volitality loop will break and market drop at least 20% to provide an incentive for investors to participate in the future growth.
2-China will accelerate decoupling its reliance on the US to create a self-sustaining economy with the aim to cut further ties with the US.
3- A new era of regional innovations in technology will challenge the dominance of the US tech giants in both high tech manufacturing and end-customer products
4- Central banks will learn from the failed experiment of monetary easing, to cure corporates addiction to easy money and foster meaningful, sustainable growth that delivers long term value to shareholders
5- Companies valuation will change (longer horizon) to discount share buy backs to prevent artificial rise in stock value that is currently counts for 40% the major US stock valuations
Short Term: The current market up/down volitality loop will break and market drop at least 20% to provide an incentive for investors to participate in the future growth.
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.