Report Detail Summary

The First Quarter 2020 Outlook

December 08, 2019

The LJE forecast paints the following picture for the coming 12 months: An inflation rate in the 1.75% and a 1.75% real GDP growth rate when incorporated into our valuation model suggest a flat to low-single digit equity appreciation for the next 12 months.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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