Navigating opportunities in volatile markets

Navigating opportunities in volatile markets

Activity is slowing, more volatile and with starkly different characteristics across regions. Growth has surprised on the upside this year, but signs of slowing are becoming more evident. Conditions should be far weaker next year as delayed constraints from higher...
Spending softening as savings exhausted

Spending softening as savings exhausted

Challenging conditions reflect tightening monetary settings and stubborn inflation. Economic growth is decreasing with mild recessions likely in key regions as the year progresses. Manufacturing and construction are softening significantly given the stimulus-fuelled...