Subscribers

US equities: Opportunities amid turbulence

GLOBAL markets are at a crossroads, reflecting deep concerns around inflation, interest rates, moderating economic growth, and elevated geopolitical uncertainty in Europe as it pertains to the Russia-Ukraine war and its potential ripple effects. Market sentiment has swung dramatically, from bullish peaks in 2021 to extremely bearish levels in recent weeks. Indeed, sentiment indicators are close to the lows of 2009. This is notable considering that the state of the economy today is certainly stronger than in 2009, when the US economy was reeling from the impact of significant financial imbalances and an imploding housing market.

In our view, the sentiment indicators reflect anticipated economic...

KEYWORDS IN THIS ARTICLE

READ MORE

BT is now on Telegram!

For daily updates on weekdays and specially selected content for the weekend. Subscribe to t.me/BizTimes