It seems like just weeks ago people were talking about the possibility of a US recession.. it's amazing how fast things can turn around. Not that I am complaining about a effective 10% raise over the last 6-8 weeks on the back of a strenthening greenback.
Colin, do you think public sentiment improves with the economy... or that an economy cant improve without public sentiment behind it?
If the later.. do you think the current positive public sentiment about the economy is sustainable?
I'm glad for the improvements.. but I wonder how much of it is election year engineered sentiment, and I wonder how robust it is.
A US economy jumping around unpredictably would have to be a worst case scenario for everyone imho.. and that is what I feel we might be in for over the next 12 months or more.
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