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Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Markets have staged a recovery over the past month, with the S&P 500 up 10% from its lows as of 25/07/2022. According to the poll we have been running on our site for the past week, 65% of our readers think equity markets will do better in H2 than they did in H1. Yet the economic news remains poor, with persistent high inflation and fears of a recession growing. Our analysts debate whether the recent bounce is the beginning of a recovery or a bear market rally.
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