You know us and surveys, especially about squishy subject matter. In a recently released McKinsey report which we found very interesting, especially considering it echoes our thoughts of a Europe recovery and possible global recovery, ALL areas measured expect growth.
Note the highlighted Euro zone improvement AND improved expectations across the board. NICE…. Expectations CAN lead to reality… in our opinion.
Again, just because we can grow economically does not mean capital markets will continue higher, unfortunately there can and often are disconnects between economic growth and the capital markets i.e. Markets here domestically have WAY outgrown growth thus far this year.
Here is the chart.
Have a Great Monday!
John Kvalehttp://www.jkfinancialinc.com http://www.street-cents.com 8222 Douglas Ave # 590 Dallas, TX 75225