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What's Keeping Markets Afloat? Thumbnail

What's Keeping Markets Afloat?

Simon discusses how expectations for corporate profit growth are very optimistic and thus fiscal and monetary stimulus support is crucial for the markets. He also examines how from a number of perspectives - cyclicality, improving economic trends, a weaker U.S. dollar and cheaper valuations - international stocks are looking increasingly attractive. He updates the buy case for LHX and MRK.


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