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Are we melting yet? Not so fast

Are we melting yet? Not so fast

18-10-2018 | Quarterly outlook

Earlier this month, global equity markets decided to stage a proper meltdown. The key question is, will this continue? Will US Equities enter a bear market and drag other equity markets even further lower with them? I don’t have a crystal ball, but I suspect the answer is no.

  • Fabiana Fedeli
    Fabiana
    Fedeli
    Global Head of Fundamental Equities

Let’s not forget that the Market Watcher Supreme is President Trump himself. He holds the keys to the trade disputes and any continuation of a meltdown could be followed by pledges for more stimulus or maybe, just maybe, a more conciliatory tone versus China. This, of course, together with some not-so-subtle Jay Powell-blasting.

Read the Fundamental Equities Quarterly Outlook

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