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There's a coach comin in, hear those wheel spin

General - 19 April 2021

US company profits could rise by at least 27% in 2021 say Ingham Analytics, supported by a bigger than expected rise in real US GDP, and the operating leverage that comes with higher capacity utilisation. Excess savings are the equal of the Biden stimulus package whilst higher income earners have come through COVID-19 relatively unscathed. They explain the maths in “There’s a coach comin’ in, hear those wheel spin.” For investors exposed to US equities, and many in South Africa these days are, this is key information to know

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