SDG

Global Growth Returns And The 2025 Fiscal Reckoning

Gold prices are hitting all-time highs despite outflows from U.S. Bullion ETFs. Investors should be prepared for a gold/bitcoin/bitcoin bull market in 2024-2025, says Klaus Vedfelt. Gold is signaling that government spending policy could be wildly stimulative.

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

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

How Mega-Forces Will Reshape The Macro Regime And Investing

Equity Outlook: Earnings Step Back Into The Market Spotlight

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. Global equities advanced briskly in the first quarter. Earnings growth is poised to take center stage as a driver of stock returns for wider equity markets, says AllianceBernstein. The market's resilience reflects a potential turning point for equity investors.

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

Kimberly-Clark To Streamline Operations, Cut Workforce

Kimberly-Clark Corporation has disclosed its transformation strategy. The company plans to drive significant growth in its categories by investing in science and technology. Kimberly-Clark will focus on growing 12 powerhouse brands and drive over 80% of its net sales in five global daily-need spaces. Company plans to reorganize its operations into three business segments by the end of 2024. Company expects to grow in the mid-to-high single digits in FY24.

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.