Bank of America (BofA) suggests the US economy is moving away from the threat of stagflation and potentially towards a "cyclical boom".
This shift is supported by factors like potential growth from Donald Trump's policies, increased AI investment, and a positive outlook for capital expenditures.
"Regime Indicator" is also signaling a move from "Downturn" to "Recovery," historically associated with a rally in value stocks.
BofA analysts believe the US has avoided the worst-case scenario of stagflation (high inflation and slow growth).
The bank's strategists now suggest the possibility of a "boom" rather than just a cyclical recovery.
Just a "Booming" thought.
No comments:
Post a Comment