Risks to US stock rally: red flag on green grass !!!
i) US economy with low quality fundamentals
and highly FED induced
ii) Middle
east threat on oil supply
iii) Complacency regarding Europe economy and youth unemployment skyrocketing
iv) Difficult Chinese transition to
modern economy and related challenges
v) The US sequester
Une question:
à
la première déception macro, les marchés vont-ils s’écrouler ?
Aucun commentaire:
Enregistrer un commentaire