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C-MACC Sunday Thematic & Weekly Recap 137
Lack Of Political Experience Raises Global Growth & Investment Risk
- This is likely the wrong time for politicians to experiment with political theory, but inexperienced ones might try. The world is in bad shape, and it could get worse.
- Managing inflation/recession will not work while trying to be popular; tough fiscal/monetary action is needed, which scares many insecure leaders today.
- Business leaders could face policy zigzagging, country by country, over the next few years as one party tries to fix the mistakes of another, especially in Europe.
- The “global” model is more fragile than it has been in decades, and the net effect will likely be a reluctance to invest, maintaining negative pressure on supply.
- Otherwise, we look at the steady string of additional earnings warnings, and in the last section, we focus on autos, where we have a very negative US view.
Last week we discussed 30 Chemicals and related products and 115 Companies.
See PDF below for all charts, tables and diagrams