Macrowise Shopping List

Some bubbles are crashing. However, we see an excess of pessimism.

Fear of recession, trade wars, Brexit, Italy and China are all important risk factors affecting the markets. While one of these events is very likely to happen, it is very unlikely that they will all happen at the same time. So, we see an excess of pessimism that may be causing us to miss some upward opportunities. Decision makers also react to this pes…