Q3 Outlook 2020: Optimism versus reality
We believe there is a striking disconnect between market pricing and the real economy, especially with regard to expected company earnings.
So we believe there is a striking disconnect between market pricing and the real economy, especially with regard to expected company earnings.
In the past three months, risk assets have pulled back from the brink of collapse, as policy makers hosed down markets with stimulus measures and investors turned from pessimists to optimists. We believe some of that optimism is misplaced.
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