Highly recommend. Sharmin is a rock star (literally)
I hope you’ll join us on July 11 for a webinar where my colleagues Sharmin Mossavar-Rahmani and Brett Nelson will share mid-year perspectives on their 2024 Outlook. They will address themes such as the global economic backdrop, inflation, outlook for equities and risks. Register today: http://ms.spr.ly/6047lyB3F
In the latest edition of our Global Markets Compass, we unpack why the economic outlook is better than expected despite rising rates and above-target inflation. Download full report: https://lnkd.in/gtNkWSw7
Global growth is cooling as the effects of rapid monetary policy tightening are trickling through the #economy. As we move into Q4, what are this month’s macroeconomic findings that investors must consider? ➡️ Discover upcoming key dates, our big-picture outlook, and more insights from Julius Baer’s Research team: https://ow.ly/G3lu50PKpGe #MarketInsights
As preoccupations around interest rates and inflation remain, and geopolitical tensions look set to continue, what should investors take note of? In our first Market Outlook of 2024 we discuss why we believe we are at the start of a new economic cycle, and how investors can position themselves for the year ahead. To explore the key themes in more depth, read our new Market Outlook digital publication: https://lnkd.in/dDUyTNH2 #JuliusBaer #marketoutlook #wealthmanagement
In this month's update, Columbus Macro CEO Craig Columbus reviews the conditions that gave rise to market volatility in April, highlighting the Fed’s rate pivot last fall and the risk-on move in stocks driven by better-than-anticipated economic activity. Mr. Columbus then discusses the interconnectivity of global economic systems and concludes the video with a few notes on seasonality and technicals. See below to view the Monthly Update video. ⬇
What's on our economic radar this week? This #MacroMemo focuses on new evidence of a slowing U.S. economy. It also explores where the Fed will go with rate cuts, quantifies geopolitical risks, examines technology developments and more. https://bit.ly/4a86BQ9
President @ Queens' College, Cambridge | Finance, Economics Expert
My thoughts on why the tactical optimism of recent weeks on markets and the economy should be combined with caution on what lies ahead over the longer term. https://lnkd.in/eMD8H8W6 #economy #markets Financial Times
By almost every measure this year, #CLOs have demonstrated remarkable resilience. But as the economic outlook begins to darken and geopolitical tensions mount, can the strength continue? Taryn Leonard and Melissa Ricco share their views in the latest market outlook: https://ow.ly/BAFf50PXATh
Our strategists recently released their 2024 Midyear Outlook. In short, with anticipation for inflation moderation toward Fed targets, we are looking forward to lower interest rates and a stable global recovery. See below for our Investment and Global Economic Outlooks!
With the Fed announcements this week have you adjusted your expectations for the macroeconomic environment in 2024? Should you? The question we often try to answer is "What is the most likely scenario given the most current information?" With the level of uncertainty we are living with, I would suggest that a better question might, be "How would we respond to these three (or more) very possible scenarios?" Trying to develop a strategy for what will happen is increasingly difficult and we would be better off focusing energy on developing a strategy for how we would adapt to various possible scenarios (not just the most likely one). John Kotter and I wrote about a few ways to deal with rising uncertainty for Agenda Week - It does require a subscription, but please reach out if you want to discuss how a more adaptable strategy can help navigate uncertainty. https://lnkd.in/gsnjubb
ECONOMIC NEWS 📈 This week with Sebastien Mc Mahon: We look back on an eventful 2023 marked by turbulent macroeconomic developments, and look ahead to 2024, which promises to be full of surprises. 👉 https://ow.ly/zLja50QlqyZ
