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The key questions posed by investors today include; are we seeing the green shoots of recovery? Is this a false dawn?  Are we facing something in between? On the downside it is apparent quantitative easing in both the US and UK has yet to reduce corporate borrowing costs to a level conducive with sustainable recovery. On this basis deflationary risks in the period ahead remain very real. Moreover, the potential for an extended fiscal boost is limited for many countries due to rapidly deteriorating public sector balance sheets. Governments continue to accumulate enormous levels of debt which will have to be serviced and ultimately repaid. This will ultimately serve as a protracted drag on public spending and consumer spending via the increased tax rates that will inevitably follow.  Whilst currently investors have an appetite for this Government debt, there are limits as to what markets will credibly accept. Mervyn King has already fired a shot across Gordon Brown’s bow on this issue. Unemployment is rising sharply, leading consumers to be more intent on saving and repaying debt, rather than spending money on goods and services.

Notwithstanding the above, the positive economic news flow cannot be denied. The data released in the past few weeks is supportive of the view this downward leg of the cycle is stabilising. Some cyclical areas of the markets have begun to reflect the likelihood of industrial improvement. Rallies across emerging markets and the rise in commodities prices are indicative of this. In the course of time government spending programmes will create jobs and near zero interest rates will boost the housing market as well as eventually stimulate a rise in household and corporate spending.

These conflicting set of views help explain why markets have been, and continue to be, volatile. From our perspective we believe it is too early to say with any conviction that the economic stimulus packages in the developed world are working. Activity ‘feels’ weak and has continued to decline through this first quarter. In the East, it appears economic growth is still being delivered, however, at reduced rates and our long held view remains that China, on its own, will not pull the world out of recession.

Our hopes for this second quarter of 2009 are for further evidence the worst is over and the spirit of economic and geopolitical togetherness engendered at the G20 is maintained. Our fears centre around a banking system which remains very fragile and a rising rate of unemployment which chokes economic recovery and stokes social unrest in the worst affected countries and regions of the world.  On a global scale, the evidence is that in real terms this has been the worst ever bear market by a considerable margin. For now we suspect further bad news will continue to depress markets for much of the remainder of 2009 and a sustainable recovery still looks some way off. 

 



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