Global stocks rose as the dollar fell Thursday, as investors became more hopeful of a global economic recovery. But experts tell CNBC the bond market needs to stabilize before we can make any real progress.
Bond Market Needs to be Stabilized
The outlook for the bond market needs to be stabilized, says Hans Redeker, global head of forex strategy at BNP Paribas.
Consolidation for Dollar Seen
Expect consolidation in the U.S. dollar in the short-term, says Sebastien Barbe, senior economist/strategist at Calyon Corporate & Investment Bank.
Dollar Strength Still Has Life
Patrick Bennett, Asia forex & rates strategist at Societe Generale, believes the U.S. dollar will be strong in the short- and medium-term as the current push for riskier assets cannot be sustained.
Despite Rally, Equities Still Interesting
Despite the recent rally, equities still look interesting for long term investors, says Maggie Lee, investment director at Invesco. She tells CNBC why she is bullish on the infrastructure sector.
Rally Too Quick, Too Fast
Take profit whenever you can, says Gabriel Yap, senior dealing director at DMG and Partners Securities, as the rally has been too quick, too fast, in too short a time.
HK Market May Have Hit a Top
A number of companies are tapping into the Hong Kong market with new share sales, it is a good indication that the market has hit a top, says Francis Lun, GM at Fulbright Securities.
Aussie Market Trading Below Fair Value
Even at current levels, Martin Lakos, division director of Macquarie Private Wealth thinks the Australian market is below what he considers as fair value.