Inflation: A Little Can Turn Out To Be A Lot
Just a couple of years ago, deflation was a concern for US economists. And, although it’s true that this threat has almost disappeared, rises in prices have shown themselves to be surprisingly elusive.
Donald Trump spending plans
Cement And Construction Materials’ Companies Are Stuck
The construction materials’ sector is one of the few where EPS growth is accelerating between 2017 and 2018. But to be fair, there has not been much positive news for the construction materials/cement sector this year. Valuations don’t scream out “an attractive buy” in the short-term.