Fidelity: Five scenarios for stocks

Source: Fidelity


Regulars know I don’t care for forecasting, but I do find a good probabilistic wargaming interesting.  This one from Fidelity (the giant active mutual fund manager), looking at five possible economic/market scenarios, is especially good:

Five scenarios for stocks

1. Secular stagnation (more of the same)
2. Deglobalization
3. Bond-proxy bubble
4. Deflation bust (recession)
5. Inflation boom (global recovery)

Go check out the full column at here.


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