A perfectly timed kick and chase when combined with a fortunate bounce of the ball makes for rugby magic. Market watchers are looking for similar serendipity in economic data. Photo: AP
Kerry Craig
Opinion

Opinion

Macroscope by Kerry Craig

Economic data may point to a favourable bounce for investors midyear, but market risks remain

  • The Chinese and US economies will see growth stabilise, not pick up or drop significantly. Meanwhile, company earnings will have to bottom out or even rise to calm investor nerves

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A perfectly timed kick and chase when combined with a fortunate bounce of the ball makes for rugby magic. Market watchers are looking for similar serendipity in economic data. Photo: AP
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Traders work on the floor of the New York Stock Exchange on the last day of the trading year on December 31, 2018. The Dow finished up over 250 points on the final day of 2018. Photo: AFP
Patrik Schowitz
Opinion

Opinion

Macroscope by Patrik Schowitz

The Federal Reserve’s dovish stance might not last as long as exuberant investors expect

  • While markets’ optimistic response to progress on a US-China trade deal and Chinese economic stimulus seems sensible, expectations that the Fed will continue its leniency in this cycle may be overblown

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Traders work on the floor of the New York Stock Exchange on the last day of the trading year on December 31, 2018. The Dow finished up over 250 points on the final day of 2018. Photo: AFP
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