Below, please find April’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The April issue includes:
“The Big Flip” Signs pointed to a healthy global economy in January and February, notes Andrew Sheets, global head of fixed income research at Morgan Stanley & Co. But the Iran conflict has reversed the narrative, from central bank policy to market technicals.
“How Will Oil Disruption Affect Consumer Spending?” The implications of an oil supply shock can extend well beyond higher gasoline prices. According to MS & Co. Research global economist Arunima Sinha, persistently higher oil prices can depress spending through many channels, including tighter financial conditions.
“Malbec & Minerals: Is Argentina the Next Mining Frontier?” Argentina’s investment-friendly policies are creating opportunities in mining—notably copper. This could be transformational not just for producers but also for the country’s outlook. MS & Co. equity analyst Carlos De Alba and Fernando D. Sedano, chief Latin America ex-Brazil economist, explain.
