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Citi Bonuses and Inflation Worries
Bloomberg Businessweek
Is the Mid-Cycle of the Economic Recovery Coming?
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We just got through what i think is the early cycle of the economic recovery, and we're transition into what we call the mid cycle. The mid cycle means earnings growth rates ore, piking valuations have piqued. And so what's happening is there's this battle. You rotate from small caps and value stocks towards the mid cap and, frankly, large caps now starting lok for companies that re going to grow regardless of economic sensitivity. But its it's a churn. And this is the ugly churning happening right in the middle of september and october when the world's always rough.
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