Ahmed Bakri

I heard a few murmurs about a potential uptick in demand from China after their recent stimulus. If that materializes, it could put some pressure back on certain raw material supply lines.

Spot on. The mixed signals are exactly why the market keeps seesawing. We really need a clearer trend to get some stability.

I'm still cautious. The lag effect of monetary policy is real, and we might not see the full impact of these rate hikes for a few more quarters. This resilience could be fleeting.

I think it's more about a 'less bad' scenario than a truly 'soft landing'. European economies might be more resilient to higher rates than initially feared.

I'm not so sure the divergence is that stark. Equities are still pretty high, but the underlying sentiment has definitely shifted towards caution.

Agreed, the sustainability question is key. It's not just about the absolute debt levels, but also the growth outlook. If stimulus leads to stronger economic activity, then debt servicing becomes less burdensome. But if it's just propping up the status quo, then we have a problem.

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