Reaktionen på de asiatiske markeder fredag morgen tyder på, at selv om investorerne er tilfredse med den amerikanske finanspakke for at bekæmpe coronakrisen, så bliver det en langvarig kamp op ad bakke, vurderer ING.
Uddrag fra ING:
ASEAN Morning Bytes
Rally picks up steam as US finally rolls out fiscal package but economic numbers suggest a long drawn out battle ahead
EM Space: Hopes for a quick recovery boost market appetite
- General Asia: Investors looked past bloated jobs claims figures and took comfort in the deal struck between US lawmakers to get the fiscal package through for Trump’s signature. With both fiscal and monetary authorities brandishing all the heavy artillery to combat the economic fallout from the crisis, market players decided that we may be in for a sharp economic recovery after a few months. All of this happened as the number of cases in the US has surpassed those in China so we may be in for some more volatility ahead as economic data releases will likely continue to sour in the next couple of months.