Frank Engels, Barclays Capital, Global Economics Weekly
We argued last week that the recent weakening of activity should prove more transitory than the concurrent rise in inflation. This week, however, uncertainty related to the debt crisis in the euro area, coupled with weaker PMI and order data out of China, Europe and the US, seemingly pushed growth concerns more to the forefront of investors’ minds. We think these concerns are exaggerated.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access