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Macro Outlook Q1 2019 | It’s cold without the QE blanket
What a year 2018 has been: US GDP growth hit 4%, Global Earnings Per Share (EPS) rose to all-time highs, US taxes were cut by $1.5tn, US corporates bought $0.8tn of stock, unemployment fell to multidecade lows in the US, UK, Europe, Japan… …And yet… Cash outperformed stocks & bonds for the first time since […]