Consensus is for a slowing into year end for the US. We expect improvement into year end.
Consensus is for EU activity to slow, perhaps to a halt. Instead, Germany and France will coat tail the US.
View has been for months for a "hard landing" for China. Instead, China will surprise to the side of vigor, sparking US exports.
Finally, Japan’s recovery will continue to broach expectations, this in spite of a now expensive Yen.
Robert Craven
Consensus is for EU activity to slow, perhaps to a halt. Instead, Germany and France will coat tail the US.
View has been for months for a "hard landing" for China. Instead, China will surprise to the side of vigor, sparking US exports.
Finally, Japan’s recovery will continue to broach expectations, this in spite of a now expensive Yen.
Robert Craven
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