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It’s a good time to think about stagflation havens
With China contracting and recession the dominant risk, the market is offering some generous odds.
Add BT as a preferred sourcePublished Mon, May 16, 2022 · 06:05 PM
John Authers
RISK assets are falling, and have ample reasons to fall. What to do about this? In the short term there are decent arguments that it’s time for a rally within the bear market. But how best to deploy assets for the longer term?
We now have three central scenarios ahead of us. All can be described in terms of economic growth, inflation and interest rates. They are:
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