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Lorenz Müller
CNBC International Live
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Comments by "Lorenz Müller" (@lorenzmuller3542) on "Investors 'underestimating pent up demand' in U.S. economy, strategist says" video.
But when will that happen. Probably not until 2022 or 2023.
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@__Mauro__ They told us they'll tolerate inflation of 2%+x. We need to see that materialize first. The point we are in does not correlate with an exuberance in the real economy so I would not be too worried. In fact, this is the beginning of a new cycle.
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