Never forget that each economy necessarily positive factor in its negative counterpart at any time ... Let
quickly what pushed the markets since March 2009:
- stimulus plans of several countries
- low interest rates
- L emphasis placed by companies on cost reduction
Let us that these factors factors were emergency in times of crisis!
Counterparties probable for each of these factors:
- stimulus plans led to enormous debts
- low interest rates will cause inflation
- Reducing costs within enterprises is the effect of downsizing. So this helps the unemployed while consumption is not distributed. Moreover, it is important to note that downsizing can be repeated! So in the future, they will have little effect on future earnings of companies.
get used to it ... in the coming years the recovery will be "soft". While the scenario V as desired may disappoint many market observers.
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