Market Outlook "elevator speech"
hey guys. going to an interview next week and i imagine based on the role ill be asked to give an overview of my perception of market outlook. i want to keep this crisp and succint, but touch upon the major points (globally invested firm, mostly equities, opposed to QE infinite due to flattening of yield curve etc)
what should i include, or more importantly, exclude from my response to something like this? i have figured EU, China rebound, US GDP growth and global market share, as well as gridlock in congress due to filibusters preventing any serious policies. overall outlook is very bullish as I believe we are in the skepticism stage of the investment cycle.
thoughts on tailoring this?
subscribe to the qz.com morning briefing. they do a good job of summarizing whats going on around the world.
To supplement, have a few trade ideas to go with the market views. IE: Believe China rebound for XYZ reasons, would put ABC trade on because of it. Supplement your market view question now with research on why the ABC trade makes sense.
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