Ernesto Ramos, CIO of Global Asset Management, sees GDP growth of more than 6% with upcoming increased inflation being a negative for bonds. They are overweight equities compared to bonds. He is expecting 40% S&P 500 earnings growth after a decline of 20% in 2020.
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Ernesto Ramos, CIO of Global Asset Management, sees GDP growth of more than 6% with upcoming increased inflation being a negative for bonds. They are overweight equities compared to bonds. He is expecting 40% S&P 500 earnings growth after a decline of 20% in 2020.
Morning Trade Live
18 Feb 2021