Goodbye, Growth Scare; Hello, Growth Spurt! – The Bull & Bear Case – ValueWalk Premium
Growth Scare

Goodbye, Growth Scare; Hello, Growth Spurt! – The Bull & Bear Case

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
Summary
Bullish Summary

  • 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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