Goodbye, Growth Scare; Hello, Growth Spurt! – The Bull & Bear CaseGuest Post
Goodbye, Growth Scare; Hello, Growth Spurt! - The Bull & Bear Case by Evergreen Gavekal
"We really can’t forecast all that well, and yet we pretend that we can, but we really can’t." - Alan Greenspan
- The latest growth scare is over, and the US economy is set to accelerate.
- The risks that drove the latest panic in global markets (US growth, oil oversupply, and a Chinese currency devaluation) were overblown and have . . .
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