Manufacturing is key for earnings and equities

BMO
By March 20, 2020 15:49

Manufacturing is key for earnings and equities

Our chief economist Steven Bell assesses the prospects for economies and markets in 2020

After such fantastic returns from equities and bonds in 2019 and a 10-year bull market, it makes sense to ask: should we take those chips off the table, de-risk and bank the profits? To answer this question, I am going to look at the prospects for the world economy and the fundamentals of equity markets and interest rates. Let’s start with the question of recession. When I wrote last year’s Opening Bell, the fears

 

BMO
By March 20, 2020 15:49

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