Oil markets are fine on the supply side, but demand will be a problem into the next quarter.
The perception of commodities being linked to the Chinese economic cycle made them victims during the harsh selloff.
Suzanne Hutchins, a portfolio manager of the $1.5 billion Dreyfus Global Real Return Fund, gets paid to see global risks before they upend stock markets. And now, she sees lots of them -- from a potential trade war with China to impeachment talk in the U.S.
Global stocks were mixed again in early Tuesday trading, although persistent weakness in Asia suggests investors remain acutely concerned over developments in the ongoing trade war between Washington and Beijing even as they build modest gains from markets elsewhere as economic growth continues to grind higher in Europe and surges in the United States.
Global stocks kicked off the week in a cautious mood Monday, with markets in Europe and Asia mixed and the U.S. dollar posting solid gains, as investors re-set their focus on developments in the ongoing trade war between Washington and Beijing.