Consumer Conference: Strategy Sector Views + Analyst Stock Picks
Comment of the Day

December 02 2019

Commentary by Eoin Treacy

Consumer Conference: Strategy Sector Views + Analyst Stock Picks

Thanks to a subscriber for this report from Morgan Stanley which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

The stock market is one of the best lead indicators we have. It is literally a discounting mechanism and yet a cottage industry has evolved attempting to predict when the next economic contraction is going to take place. The number of such indicators has proliferated over the last year with alarm being expressed from many corners that a recession is a virtual certainty in the near term. Let’s think instead what the consistency of the trend tells us.

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