Good-bye 2006 – hello 2007

December 31st, 2006|by Michael Ashley Schulman, Perspectives, The Big Picture, Writers|

Happy New Year’s – good-bye 2006 – hello 2007; expect even more good news. Three important forces will characterize global financial markets:

  1. The continuation of decent profit growth and a “soft landing” for the global economy,
  2. Disinflation
  3. A transition away from tightening monetary policy

These elements of better growth and low inflation will prove to be bullish for stocks. […]