Decent chance of earnings downgrade, nominal growth unlikely to be more than 10% in next 2 years: Maneesh Dangi
I do not agree with the high for long. It is true that for reshoring and many other reasons including crude interest rates will not go back to zero, but then does not mean that the cycle will not turn and these rates are high enough for us as speculators to dial and actually hope for good 2%-2.5% rally from here.
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