The writer is a financial journalist and author of ‘The Economic Consequences of Mr Trump’Investment analysts are as heady as a schoolboy who has just experienced his first kiss. They are so optimistic that they are upgrading their profit forecasts by record amounts. According to Andrew Lapthorne at Société Générale, the 12-month forward earnings forecast for companies in the MSCI AC World index has been upgraded by $1.2tn in the past year, or 30 per cent. It is not just about technology companies; the high oil price means the energy sector has also seen big upgrades.
本文作者是一名财经记者,也是《特朗普先生的manbetx20客户端下载 后果》(The Economic Consequences of Mr Trump)的作者