-
-
-
-
CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
Europe Falling
Published: 10-22-2014Yes, pessimism over Europe’s prospects is high, and valuations in Europe are relatively low. But both for good reasons.
Below is another data point on how the markets are reflecting the divergence in economic performance and prospects between the US and Europe. Anticipated US inflation 5 years hence is around 2.4%, a little lower than at the start of the year when it was about 2.6%. But forward inflation in Europe is sinking fast, now at just 1.7%, down from 2.2% at the beginning of this year.
Print this ArticleRelated Articles
-
30 Apr, 2015
Seven Lean Years? Done in Seven Minutes
In Genesis (41:27), Joseph interprets Pharaoh's dream of 7 fat cows followed by 7 lean (and apparently, ugly) cows, as ...
-
3 Mar, 2019
Truth and Consequences
Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North ...
-
28 Sep, 2016
Janet Yellen Is Your Friend
I have not met Janet Yellen, but she seems like a perfectly friendly person. Yet, for some reason, investors seem to ...
-