Investment firms fill their forecasts for the second half of the year with asterisks. They warn that “the world economy is teetering on the brink of recession.” In return, the collapse already suffered encouraging messages, and leads some analysts to emerge incipient investment opportunities.

The compilation of analysts’ forecasts for the second half of the year combines discouraging messages about the economy with some calls for hope on the stock market. Contradictory as it may seem, this contrast is not so unusual.