Documents tagged "Modestly"
Found 2 documents with this tag
HOUSE_OVERSIGHT_026329.txt
This document is a series of emails between Larry Summers and J, discussing various topics such as Davos, Chinese dynamics, and attending Mara Lago. The key people in the document are Larry Summers and J, who seem to be involved in some sort of planning or coordination. The email mentions several places such as Mara Lago, but it's unclear what these places have to do with the conversation.
HOUSE_OVERSIGHT_014460.txt
The European Equity Strategy report outlines key takeaways and predictions for the year ahead. Key topics include reflation, EPS growth, defensive vs cyclical rotation, political risk, valuation overhangs, ECB reversal on QE, and potential market highs. The report recommends a more balanced approach to investing and cautiousness regarding UK domestic Retail and Travel sectors. It predicts high single-digit upside for European equities, but also notes that politics could weigh near term. Additionally, the report suggests that modestly higher yields and higher equities are compatible as long as inflation breakevens do not fall.