empty
02.11.2022 11:35 PM
"We rolled your recession": investors refuse to accept the rules of the bear market

A study by the Swiss bank UBS found that, despite worries about inflation and geopolitical risks, wealthy investors are optimistic.

"We rolled your recession": investors refuse to accept the rules of the bear market

In the period from September 28 to October 17, UBS surveyed 2,913 investors from around the world who own at least $1 million in investment assets. According to the survey, 59% of large private investors admitted to UBS Group AG that they are optimistic about the short-term prospects of the stock market. This is as much as 50% more than just three months ago, when the markets were about to collapse again after a short rally. As arguments, traders cite high demand for goods and services, a return to normal life after the Covid-19 pandemic and high corporate incomes.

At the same time, different regions show a big difference in the assessment of future events.

Despite record inflation, the energy crisis in Ukraine, European investors are optimistic about the future: 69% of respondents are optimistic about the region's economy in the next 12 months. This is followed by Asia, where 62% of Asian investors positively assess the prospects of the region during the year, although October was a failure for the stock market of the sector. American investors are more pessimistic: only 51% expect a turn to a better life in the United States and almost two-thirds said they believe that a recession is inevitable.

Despite all the warnings of economists, more than half of investors believe that the recession has already begun or will begin before the end of 2022, and will die out soon after.

And although almost two-thirds expect an increase in inflation next year, it does not seem to bother big traders too much, who definitely always have enough for a bun with butter and paying electricity bills. But they are not sitting idly by either: almost half have already cut costs, while 31% said they plan to save less to offset the effects of rising prices.

This sharp surge of optimism is quite interesting as a market phenomenon. Despite the obvious facts and figures, people do not want to give up as long as they have the money to participate in transactions. The spread across regions is particularly impressive, which is difficult to explain both in terms of the weight of a particular currency in a basket of currencies and in terms of the state of the economy. Undoubtedly, this psychological confidence, partly based on the fact that a market fall will also bring income with a correct bearish assessment, will lead to the fact that the risks of a recession may well be underestimated. Especially amid expectations of a rapid recovery, at least in the US zone. So we probably expect news of several very high-profile devastations next year. In the meantime, bears definitely shouldn't worry about liquidity. At least in the eurozone and Asia.

Egor Danilov,
Analytical expert of InstaForex
© 2007-2025
选择时间框架
5
分钟
15
分钟
30
分钟
1
小时
4
小时
1
1
通过InstaForex赚取加密货币汇率变动的收益。
下载MetaTrader 4并开启您的第一笔交易。
  • Grand Choice
    Contest by
    InstaForex
    InstaForex always strives to help you
    fulfill your biggest dreams.
    JOIN CONTEST

推荐文章

美元/日元:6月16日新手交易者的簡單交易提示。昨日外匯交易分析

當MACD指標已經遠高於零線時,143.94水準的測試發生,這限制了該貨幣對的上升潛力。因此,我並未購買美元。

Jakub Novak 08:55 2025-06-16 UTC+2

英鎊/美元:6月16日初學交易者的簡單交易技巧。昨日外匯交易分析

當MACD指標已經明顯低於零線時,對1.3542水平的測試發生了,這限制了該貨幣對的下行潛力。因此,我並未賣出英鎊。

Jakub Novak 08:55 2025-06-16 UTC+2

EUR/USD:新手交易者於6月16日簡單交易提示。昨日外匯交易分析

當MACD指標已經顯著低於零線時,1.1511水準的測試出現,這限制了歐元匯率的下行潛力。因此,我並未賣出歐元。

Jakub Novak 08:55 2025-06-16 UTC+2

6月16日新手交易者的盤中策略

儘管中東局勢持續惡化,但風險資產的壓力已經減緩。歐元、英鎊和日圓仍然在各自的交易通道內,市場似乎處於觀望狀態,等待新的和更明確的信號。

Miroslaw Bawulski 07:57 2025-06-16 UTC+2

美元/日元:初學者的簡單交易技巧——6月13日(美國交易時段)

交易回顧與日圓交易技巧 今天上半天,我所標記的任何水平都未被測試,所以沒有進行任何交易。 考慮到以色列和伊朗衝突暫時平靜,市場正在喘息,等待消息。

Jakub Novak 12:49 2025-06-13 UTC+2

GBP/USD:新手交易者的簡單交易技巧 – 6月13日(美國交易時段)

英鎊交易分析及交易建議 當天上半段,1.3526價格測試發生時,MACD指標已在超賣區域停留很長時間並開始復甦,這使得買入方案2得以實施,導致匯價小幅上升至1.3555水平。 在下半天,預計密歇根大學消費者信心指數和通脹預期將發布。

Jakub Novak 12:44 2025-06-13 UTC+2

EUR/USD:初學者交易員的簡單交易提示——6月13日(美國交易時段)

歐元交易回顧及交易技巧 我在當天上半場識別的水平未被測試,因此我沒有進行交易。 在以色列與伊朗衝突稍微緩和後,歐元出現小幅回升;然而,歐元進一步走強的潛力仍然有限。

Jakub Novak 12:41 2025-06-13 UTC+2

USD/JPY:6月13日初學者簡單交易技巧。昨日外匯交易回顧

在MACD指標剛從零線開始向下移動時,測試了143.36的水平,確認了賣出美元的有效進場點。然而,該貨幣對之後並未下跌,導致了記錄下的損失。

Jakub Novak 09:04 2025-06-13 UTC+2

GBP/USD:6月13日初學者簡易交易提示。昨日外匯交易回顧

1.3600水準的測試發生在MACD指標已經顯著高於零線的情況下,這限制了該貨幣對的上行潛力。因此,我沒有買入英鎊。

Jakub Novak 09:04 2025-06-13 UTC+2

EUR/USD:6月13日初學者交易者的簡單交易技巧。昨日外匯交易回顧

當測試1.1612水平時,MACD指標已經在超買區域停留了一段時間。這使得出售歐元的情境#2得以實現,並導致超過30個點的下跌。

Jakub Novak 09:04 2025-06-13 UTC+2
现在无法通话?
提出您的问题,用 在线帮助.
Widget callback
 

Dear visitor,

Your IP address shows that you are currently located in the USA. If you are a resident of the United States, you are prohibited from using the services of InstaFintech Group including online trading, online transfers, deposit/withdrawal of funds, etc.

If you think you are seeing this message by mistake and your location is not the US, kindly proceed to the website. Otherwise, you must leave the website in order to comply with government restrictions.

Why does your IP address show your location as the USA?

  • - you are using a VPN provided by a hosting company based in the United States;
  • - your IP does not have proper WHOIS records;
  • - an error occurred in the WHOIS geolocation database.

Please confirm whether you are a US resident or not by clicking the relevant button below. If you choose the wrong option, being a US resident, you will not be able to open an account with InstaForex anyway.

We are sorry for any inconvenience caused by this message.