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Markets have persevered rather than surged but global economic growth shows signs of improvement, and the UK looks to have emerged from recession. Find out what's going on in the global economy and access our round-up of asset classes in the latest #RSMR video update. https://lnkd.in/e7QraYZW #globaleconomy #investmentinsights #inflation #interestrates #usemployment

Since last week, major economies like the UK 🇬🇧 , Japan 🇯🇵 , and Germany 🇩🇪 have officially entered recessions, while the US 🇺🇸 appears financially robust. Amidst this disparity, the question arises: how will policymakers respond? Will they let market forces correct themselves or resort to artificial stimulus, risking currency devaluation and asset bubbles? Enter the Cantillon Effect. Named after economist Richard Cantillon, this theory explains how new money injected into an economy benefits certain groups disproportionately, potentially exacerbating inequalities and distorting markets. Understanding this effect is vital as we navigate economic uncertainty! #EconomicInsights #CantillonEffect #macroeconomics #recession #worldeconomy

Significant monetary policy tightening is likely to impact economic systems differently, global growth appears relatively resilient so far, driven by the US. This could however, mask growth challenges in other regions. Waiting for the Fed to be the first mover may just leave it too late for other economies around the world - agree or disagree? #parmenioninvestment #macro #trend #monetarypolicy #ukeconomy

The global economic scene is evolving, with inflation on a downward trajectory and interest rate cuts on the horizon. We share new insights on the challenges and opportunities that lie ahead for our cities, communities, and real estate markets. Read Avison Young's latest article: Positioning for an Upturn. Be sure to subscribe for the next story, dropping soon. https://lnkd.in/gU6PsukB #inflation #economy #cre

This is around the time when we host the The Brookings Institution event on the state of the Global Economy. Compared with a few years ago, the direst scenarios on the economic outlook have so far been avoided. Yet, more than four years after the upheavals of the COVID-19 pandemic, it remains unclear whether the world—and developing economies, in particular—is back on a reliable path to prosperity. Trade disputes are intensifying. Armed conflict is on the rise. Inflation remains above central-bank targets in much of the world. Sovereign debt burdens remain elevated. What should we expect in the next year or two—and beyond? What can policymakers do to restore the remarkable progress the world achieved in the three decades before COVID-19? For answers to these questions, please join our experts on June 20 for what will be an informative and stimulating discussion. You can sign up at the link below. https://lnkd.in/eaDZecRU

Soft Landing in Sight? ✈️ Some investors are warming up to the idea of a soft landing, with the resilient US economy showing strength despite Fed rate hikes. Should we remain cautiously optimistic, or is it too early to celebrate? Share your thoughts in the comments! #FedPolicy #Economy #Investing

🌟 Weekly Outlook: Global Markets in Focus! 🌟 From the #CAC40 (#FRA40)'s post-election rise to the Yen (#JPY) hitting 40-year lows, this week is packed with crucial economic updates and political developments. Explore the impact of French election strategies, inflation trends in Australia and Canada, and weakening US economic indicators. Stay ahead with our full analysis here 👉 https://bit.ly/45LluXO

INVESTING🌍 AROUND 🌎 THE 🌏 WORLD In a majority of 2024 outlooks, including ours, there are signs that point to international equities potentially outperforming domestic equities. As dollar strength begins to weaken, local currency based investments tend to reward investors. When you pair this with substantial valuation discounts and counties being further along in the economic cycle than we are, the case for international developed equities and emerging market equities is strong. As evidenced below, we think the US is still in an expansionary phase though it's very late in the cycle. By most measures, many other countries are seeing further signs of slowing, are bordering a recession, or may be in a recession. With foreign economies appearing to lead ours through late cycle and recessionary conditions, they should begin their respective recoveries sooner than we may. Think of it similar to boats: the United States is a supermax tanker. Slow, steady, and takes some time to move about. International developed economies are just regular boats. They are more reactive but there is still some time that it can take to maneuver in the environment. Emerging markets though are similar to jet skis. They are fast, can turn on a dime, and are highly reactive to conditions. Just some Friday food for thought! DISCLOSURES: avantax.com/disclosures

The global economy remained resilient with “Weakflation” the likely macro scenario for the U.S. PGIM Fixed Income sees a broad-based fixed income story with ample alpha-generating opportunities despite ongoing uncertainty driven by geopolitical tensions. Watch this video to learn more. https://on.pru/3QStDDE

The global economy remained resilient with “Weakflation” the likely macro scenario for the U.S. PGIM Fixed Income sees a broad-based fixed income story with ample alpha-generating opportunities despite ongoing uncertainty driven by geopolitical tensions. Watch this video to learn more. https://on.pru/3QStDDE