Longing for The Summer Lull

Julius Baer CIO: “Things Are Falling into Place for a Calmer Second Half of the Year”

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Julius Baer CIO: “Things Are Falling into Place for a Calmer Second Half of the Year”
CC-BY-SA-2.0, FlickrBurkhard P. Varnholt, director de Inversiones de Julius Baer. Julius Baer: “Todo se está poniendo en su sitio para que la segunda mitad del año sea más tranquila”

Author: Alicia Miguel

  1. The Chinese authorities have shown that they have the will and the means to support both equities and the residential housing market
  2. The agreement for Greece may not solve all problems but market focus will revert to eurozone growth
  3. The Federal Reserve (Fed) keeps its strategy to prepare the market for a first rate hike later this year
  4. The nuclear deal with Iran is ce-menting our long-term negative view on oil prices
  5. After the most burning issues are solved, market focus will shift back to financial repression – which is positive for equities