Adapting To Economic Paradigm Shifts

Home Investing Strategy Portfolio Strategy Adapting To Economic Paradigm Shifts. Investors should look to real assets to diversify beyond the traditional 60/40 portfolio. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary one.

Weekly Report: what happened at SPGM last week (0415-0419)?

Global Growth Returns And The 2025 Fiscal Reckoning

Weekly Report: what happened at SPGM last week (0408-0412)?

Weekly Report: what happened at SPGM last week (0401-0405)?

Global Macro Outlook: Second Quarter 2024

Home Market Outlook Economy Analysis Global Macro Outlook: Second Quarter 2024. The global economic picture did not change significantly in the first quarter of 2024. We continue to believe a soft landing is the most likely outcome for major economies. The US economy continues to outperform, with growth above potential.

Weekly Report: what happened at SPGM last week (0325-0329)?

2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance

Home Market Outlook Today's Market 2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance. The U.S. Economy is expected to avoid a recession in 2024, but economic uncertainty remains high. The labor market is slowing down and lower-income households are under stress.

Weekly Report: what happened at SPGM last week (0318-0322)?

Weekly Report: what happened at SPGM last week (0311-0315)?

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Weekly Report: what happened at SPGM last week (0226-0301)?

Weekly Report: what happened at SPGM last week (0219-0223)?

WTO Conference Faces Challenges As Big Players Turn Inward

Consider This: Canals Are Becoming Chokepoints

International trade drives global economic growth. 80% of the global movement of goods is via maritime transport. Suez Canal's flow of traffic has been reduced by around 42% because of the Houthi militants' missile and drone attacks on shipping. We are seeing more frequent El Niño weather patterns, with a direct impact on the capacity of Panama Canal.

Weekly Report: what happened at SPGM last week (0212-0216)?

Systematic Equity Outlook: Victory Not Yet Secured

Home Market Outlook Today's Market Systematic Equity Outlook: Victory Not Yet Secured by Raffaele Savi and Jeff Shen, PhD. Will the Fed fall behind the curve? More room for equities to price in disinflation. Navigating the Red Sea shipping crisis and the evolving outlook for China.

Global Economic Outlook: Growth Prospects Brighten, InflAtion Outlook More Cloudy

Annual global real GDP forecast for 2024 has been revised up from 2.3% to 2.5%. Global PMI data continues to point to a gradual improvement in economic conditions. Western Europe's growth underperformance is likely to persist in the near term. The JPMorgan Global Composite PMI index is at its highest level in seven months.

Concentrating On Earnings Perspectives On Profit For Equity Investors

Home Market Outlook Today's Market Concentrating On Earnings Perspectives On Profit For Equity Investors. The Magnificent Seven stocks, a group of giant companies seen to be big winners from artificial intelligence, accounted for 58% of S&P 500 returns last year. Market returns were extreme by many measures in 2023. Earnings haven't been consistently rewarded in equity markets.

Weekly Report: what happened at SPGM last week (0205-0209)?