Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
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Late cycle

Equities

Profit warning

US profits are booming, but could be set to change radically. We believe that an earnings recession is almost inevitable in 2020, even if the US Federal Reserve (Fed) can engineer a soft landing.
By Tim Drayson

Economics

A perfect recession indicator?

The US Senior Loan Officer Survey is signalling low recession risk, but how reliable is this indicator?;
By Tim Drayson

Economics

Fool in the shower

Congress has passed a surprisingly powerful fiscal stimulus which markets appear to be underestimating. Strong growth might be cheered initially, but given that the US economy is already operating at full capacity, it risks overheating.;
By Tim Drayson

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