Q2 Vantage point: blue skies ahead?
The rapid market selloff in the fourth quarter of 2018 came despite a year in which the U.S. economy enjoyed higher than expected growth and corporate America produced higher than expected earnings.
Despite the market gyrations of the last six months, the real economy appears to be steady, the Fed patient, and inflation tame.
Where does this all leave investors? Click below for more insights from Shamik and the team:
- Executive Summary
- Section 1. Economics
- 1a) Scenarios
- 1b) Forecasts
- Section 2. Capital Markets
- 2a) What’s priced in
- 2b) Market sentiment
- Section 3. Investment Conclusions
WEB01325 Exp 28 June 2019.