BLOOMBERG Bloomberg Real Yield July 13, 2024
Global growth bottom. Data has bottomed out. Probably bottomed out. The data has been decelerating for the last year, 18 months. That is coming to an end. Confidence is rebuilding. You can see it in the bottoms up numbers. The data has been bottoming. It is not 100 . All we are looking for markets to go hire is for the Global Economy to revive and overall trade issues do not get worse. If trade negotiations fall apart right now and phase four tariffs go in, you cannot tell me that the data will ...
Source: archive.org