Too Early to Be Bearish

Published on
June 18th, 2018
Duration
33 minutes


Too Early to Be Bearish

The Expert View ·
Featuring Jawad Mian

Published on: June 18th, 2018 • Duration: 33 minutes

Jawad Mian, who writes the global macro research publication Stray Reflections, saw a bottom in deflation in early 2016 when many were fearing a global bust. He has held a constructive view on equities ever since. In this piece, Jawad explains why risk assets remain on solid ground. He also presents his view that the U.S. midterm elections may deliver an unexpected boost to equities. Filmed on June 1, 2018 in Grand Cayman.