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Monthly Macro

Goldilocks returns, how long can she stay?

As markets enter the second quarter of 2019, the reemergence of the Goldilocks economy—moderate economic growth, low inflation, dampened market volatility—should underpin asset classes globally. We expect that accelerating growth in the US and China, coupled with dovish central bank policy, should bolster the Goldilocks scenario in upcoming months.

However, it will also face challenges from US-European Union trade friction and investors’ overoptimistic expectations of China’s economic rebound.

Goldilocks is set to stay—for now—but how long can she keep the bears at bay?

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