Alan Bush is Senior Financial Economist at ADM Investor Services Inc. He focuses on the global macroeconomic outlook and central bank policies and how they impact the price direction for stock index, currencies and interest rate futures markets.
MODERN TRADER explores the effect of a potential trade war on U.S. equity markets. Will it end the bull run or will low interest rates allow U.S. equities to maintain its momentum? Read on. We also attempt to identify the key drivers of active equity hedge funds.
There has been a lot of distressing analysis regarding China’s economy and its impact on global growth, but the world’s second largest economy finally could be turning around. There is evidence that a Chinese economic recovery is near. This is in stark contrast to the majority of economists and analysts that say there is more pain in store for China. Many analysts are predicting the slowdown could escalate into a hard landing.
Those supporting a bullish view on equities could accurately be compared to the boy who cried wolf. But six months into the current upward correction, an argument can be made that even though pain is still apparent, the leading indicators are pointing up.
