A man walks past a bank’s electronic board showing the Hong Kong share index on July 7. Both the equity and credit markets have been relatively unperturbed by growth worries. Photo: AP A man walks past a bank’s electronic board showing the Hong Kong share index on July 7. Both the equity and credit markets have been relatively unperturbed by growth worries. Photo: AP
A man walks past a bank’s electronic board showing the Hong Kong share index on July 7. Both the equity and credit markets have been relatively unperturbed by growth worries. Photo: AP
Patrik Schowitz
Opinion

Opinion

Macroscope by Patrik Schowitz

Why fears over slowing global Covid-19 recovery are premature

  • Setbacks in the recovery are always possible, and news on the Delta variant and Chinese economic momentum will need to be closely watched
  • But looking at economic fundamentals, this time it seems likely that it is bond markets that have got carried away with a gloomy world view

A man walks past a bank’s electronic board showing the Hong Kong share index on July 7. Both the equity and credit markets have been relatively unperturbed by growth worries. Photo: AP A man walks past a bank’s electronic board showing the Hong Kong share index on July 7. Both the equity and credit markets have been relatively unperturbed by growth worries. Photo: AP
A man walks past a bank’s electronic board showing the Hong Kong share index on July 7. Both the equity and credit markets have been relatively unperturbed by growth worries. Photo: AP
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Patrik Schowitz

Patrik Schowitz

Patrik Schowitz is a global multi-asset strategist at JP Morgan Asset Management.