Global stocks rebounded Wednesday, and oil prices hit new 2009 highs, after a jump in U.S. consumer sentiment reinforced expectations that the global economy is starting to recover. But experts tell CNBC it is possible that the world's biggest economy could see stagnant growth over the next three to five years.
Stagnant Growth for US?
The real worry in markets is what may happen in 3-5 years, which is a stagnant growth with inflationary pressures, says Jack Bouroudjian, chairman at Capital Markets Technology.
Greenback Set for Tough Ride Until Summer
Expect the dollar to have a tough ride until summer, says Hans Redeker, global dead of forex strategy at BNP Paribas.
Dollar Slump Leads to High Foreign Demand
A slump in the dollar could mean strong foreign demand, says Rhonda Staskow, senior currency analyst at Action Economics.
Aussie Headed for US$0.80
Greg Gibbs, senior currency strategist at RBS, says the Aussie will trend higher, thanks to underlying dollar weakness and growing risk appetite.
Europe Lagging in "Green Shoots" Stakes
Europe is lagging in the "green shoots" stakes compared to the U.S., notes Paul Mortimer Lee, global head of market economics at BNP Paribas.
North Korean Impact on Won Temporary
The impact of the North Korean nuclear test on the won will be temporary, says Emmanuel Ng, currency economist at OCBC Bank.
China is Key Holding Position
Stephen Gollop, CEO of Tyche, tells CNBC why China is his key holding position.
Lending Concerns in China
The main weakness in China's banking sector is that loans are going to the offshore entities of Chinese firms, observes Luc Mongeon, editor at Debtwire Asia-Pacific. He discusses China's lending issues.
Commodities to Gain from China, India
Vasu Menon, vice president of Group Wealth Management at OCBC Bank, is bullish about commodities on long-term demand from China and U.S. dollar weakness.
India Markets to Trade Sideways
Aadil Ebrahim, director at Bazargate Consultants, says the next important milestone for the Indian stock market is the budget in July as expectations are high.
Japan to See Growth in 2010
Japan's exports rose for the second straight month from the month before. Subir Gokarn, chief economist at Standard & Poor's, Asia Pacific, tells CNBC, stabilization with a gradual recovery is the most likely outcome, in the absence of any new significant shocks.