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ForennameÖsterreichische Aktien im In- und Ausland
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URL des Themashttps://aktien-portal.at/forum/../forum/boerse-aktien.php?az=show_topic&forum=124&topic_id=203844&mesg_id=206145
206145, Let’s spend less time looking at the yield curve and more time looking at the economic data
Eingetragen von Warren Buffett, 16.7.18 15:15
Let’s spend less time looking at the yield curve and more time looking at the economic data. Everyone who talks about late cycle and a recession coming soon should take a look at this. The US economy is producing the highest number of jobs in the manufacturing sector since 1998. This confirms the overarching investment theme across all asset classes today: The risks of overheating and overshooting inflation are much higher than the risks of a recession. In fact, this is the entire reason the Fed is so keen on raising rates a lot more from current levels.

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