IMF 2024 Spring Meetings Takeaways: Emerging Market Stars Shine Bright

EM investors and policymakers are enjoying their moment. IMF upgraded US growth forecasts for 2024 by +0.6% of GDP and Chinese PMIs are back to expansion. Most of the concerns over emerging markets have been addressed. The mood at the 2024 IMF Spring meetings was notably upbeat.

Weekly Report: what happened at KSA last week (0429-0503)?

'Semiconductors Are The New Oil:' Wealth Manager Says Saudi Arabia's Need For Data Centers Is Nudging It Toward Historic US Talks

U.S. And Saudi Arabia are said to be nearing a historic pact. Saudi Arabia may have come around because of its need for data centers and semiconductors, an investment advisor says. The country is building 60 data centers in the Middle East and wants to build a "Linear City" in Saudi Arabia.

Weekly Report: what happened at KSA last week (0422-0426)?

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

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

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

Emerging Market Insights: Seeds Of Optimism

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

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

Weekly Commentary: That's Our Story.

Home Market Outlook Today's Market Weekly Commentary: That's Our Story. Doug Noland says Powell's dovish mindset was limited to the inflation backdrop. He says markets are convinced the Fed will respond hastily to fledgling risks. Powell says the Fed is not concerned about second round inflation effects.

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

Global Economic Outlook: March 2024

S&P Global Market Intelligence's global growth forecast for 2024 has again been revised upward. Annual real GDP growth is now projected at 2.6%, up from 2.3% in March. Global consumer price in 2024 has been revised slightly upward to 4.8%.

Weekly Commentary: Failed

Doug Noland says Japan's economic woes can be traced back to the nation's spectacular asset Bubble. He says the greatest crises unfold in a low rate environment with consumer price inflation. He argues that asset inflation is the most destructive form of inflation. Japan's central bank meets next week to discuss the economy.

KSA Benefits From Steps Towards Growing The Non-Oil Economy

Weekly Report: what happened at KSA last week (0304-0308)?

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

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

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

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.