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Report: ML Global Strategy
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and all data is available excel
Good chance that markets will continue rallying
Economic recovery is gaining speed
Traveling is unlocked
Economy and demand fully recover
Some chance that markets start consolidating
Scenario of moderate inflation
Small correction in bond markets
Rotation from IT sector into cyclicals
Some shelter in dividend yields
Small chance that markets will retreat sharply
Retreat in the spree of profit taking
Retreat on the back of some damaging economic or financial events
For example sharp correction in bond markets on the back very high inflation expectations
Emerging markets stress from rising dollar yields
Emerging markets bond crisis
Higher equity risk premia and lower valuations
Other threats to the market levels
Oil price correction on the back of new deal with Iran
Some country specific negative effects
Rural Investment Banking
Coworking
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Get to know rural tunes .