IMF: Doing an April's fool? Market is OW US...and too much so.....

IMF sees the US leading the world is growth – the breaks is off – apparently…..but why is Surprise Index then making new lows?

 

http://tinyurl.com/cqkvhlg

 

 

 

Personal note:

 

Everyone, and I mean, everyone I have met in the last three month is Overweight US stocks based on more growth, best of worst, but asset return from the US market reflects the above chart and my personal view that rates going lower due to much lower growth in the US than perceived..

 

Year to date performance is not really what the doctored ordered in December is it?=

 

 

Med venlig hilsen  |  Best regards
Steen Jakobsen  |  Chief Investment Officer

 

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