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...
Surprising economic resilience adds to rates pressures
Global economic activity has held up remarkably well in 2023. Tighter monetary policy has been offset by improving supply chain efficiency as conditions normalise from pandemic and Ukraine war shocks. Interest-rate sensitive spending has been hampered by the...
Strong employment shows rates pressure far from being released
International activity is slowing significantly and is likely to remain subdued in the next several years. To quell demand, monetary policy is likely to be persistently tighter than might have been expected given strength in employment and services, which is less...
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...
Growth slayed as central bank knights fight inflation
A global economic slowdown of significance is underway. Rolling recessions are likely in the next eighteen months as key regions are pounded by supply shocks relating to pandemic complications, war in Ukraine and rising interest rates. A more challenged outlook...
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