US equities: revenue growth matters too

Sep 16, 2013 : US equities are on a bull run. But in an environment of slowly normalising interest rates, only one factor really matters for equity bulls: they need to see higher revenue growth to guarantee solid longterm performance. That is why beyond the details of the modest 'taper' expected to be announced on Wednesday, the equity market may find lower estimates of economic growth by the Fed to be an area of renewed concern
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