
Analysis Topic: Stock & Financial Markets
The analysis published under this topic are as follows.Thursday, April 30, 2009
Pearls Before Swine – Perils of Free Money / Stock-Markets / Global Pandemic
By: Axel_Merk
The swine flu could not have come at a worse time. Just when there were signs of a nascent recovery, confidence takes another hit. As a result, “reflation trades” may be put on ice if investors revert to “panic mode” again. While it is difficult to assess the full economic impact of the swine flu, we believe some of the dynamics are foreshadowed. This flu may reinforce long-term trends and provide an opportunity for investors to position themselves accordingly.
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