A Second Leg Down?

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What Could Drive This Bear Market … Even Lower?

 

Beware bear market rallies. They are enticing and exciting, but the ultimate drivers of this bear remain firmly in place. We look set for at least a 30% peak to trough decline in the major indexes. Led by the US Fed, Central Banks are tightening. And, forced by the combination of C-19 lockdowns, the fragile Yuan and tight PBoC, the Chinese economy is skidding. A weaker Chinese will badly hurt World earnings.

 

 

See our latest published research, Global View – What Could Drive This Bear Market … Even Lower? - May 2022

 

 

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