Encouraging to read of the growing confidence around the 2025 earnings outlook for the S&P500. Goldman Sachs believe 2025 eps growth will be ~11%, following on from ~8% in 2024.
13 Dec 2024
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The Good, the Bad and the Ugly
I joined the Equities discussion panel at Live Wire Live on Tuesday this week at the AG NSW. Guest convener,
23 Oct 2024
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Yield Curve normalisation
Not the whole curve, rather the closely watched 10 year-2 year section of the US Treasury yield curve.