Year-to-date macroeconomic data has shown signs of weakness, leading to softness in lower-quality and economically sensitive market segments, while a narrow selection of high-quality mega-cap stocks has driven performance.
“This backdrop syncs with our long-standing view that the current policy mix of heavy fiscal and higher front-end rates is effectively crowding out many economic participants,” they added. Moreover, a deterioration in liquidity could lead to equity outflows, particularly if the government deficit's funding becomes a concern.
Deutschland Neuesten Nachrichten, Deutschland Schlagzeilen
Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.
Herkunft: CNBC - 🏆 12. / 72 Weiterlesen »
Herkunft: Investingcom - 🏆 450. / 53 Weiterlesen »
Herkunft: Investingcom - 🏆 450. / 53 Weiterlesen »