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16:01
Jan 22
Jan 22
Overweight US companies despite weakening growth engine.
Mohamed El-Erian says it still makes sense to be overweight US companies and that he is comfortable on the corporate side. He credits strong US growth, impressive US corporate productivity, the US's reserve-currency status, and the deepest financial markets, while warning that the overall US growth engine is getting weaker and investors should not simply rely on what worked last year.
HIGH
About US companies Investor Commentary
Across the available history and selected sources, Buzzberg tracks US companies across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Mohamed El-Erian.