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ForennameÖsterreichische Aktien im In- und Ausland
Betreff des ThemasEquity markets price in too much recession risk
URL des Themashttps://aktien-portal.at/forum/../forum/boerse-aktien.php?az=show_topic&forum=124&topic_id=223806&mesg_id=236778
236778, Equity markets price in too much recession risk
Eingetragen von Warren Buffett, 18.5.22 13:12
Perma Bulls JPM:

Equity markets price in too much recession risk: We estimate US and Euro area equity markets are pricing in a ~70% probability of a near-term recession, compared to ~50% in HG credit, ~30% in HY, and ~10-20% in rate markets. We are also skeptical of the idea that April’s equity fund outflow, the highest since March 2020, is only the beginning of a more protracted phase of outflows. We therefore maintain a pro-risk stance.
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