Cardillo’s Corner

May 6, 2020

Q&A-LatAm set for biggest economic contraction in modern history: Alejo Czerwonko, UBS Global Wealth Management

Latin American economies are set to experience the deepest contraction in modern history with expected output losses surpassing even the 2008 global financial crisis, Alejo Czerwonko, […]
May 6, 2020

Q&A-S&P should drift lower in next 18 months; JPY to test 100: Jim Walker, Aletheia Capital

U.S. equities are expected to drift lower, with occasional bounces, for the next 18 months , Jim Walker, chief economist at Aletheia Capital in Hong Kong, […]
May 6, 2020

Q&A-ECB may have to follow Fed policy on junk bonds; V-shaped global recovery possible: Jim O’Neill

British economist Jim O’Neill expects a V-shaped recovery in the global economy once the coronavirus-related lockdowns have been lifted on the back of even more expansive […]
May 5, 2020

Q&A-U.S. equities still in bear market territory, better “value” in growth stocks: Carlton Neel, Chaikin Analytics

Recent gains in U.S. equities are only part of a bear market rally, and the market will likely be range-bound until investors get more clarity on […]