More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. This article provides an update on the macro environment and its implications for portfolios. #Economy #Inflation #CentralBanks
The Citta Group of RBC Dominion Securities’ Post
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2023 was a stark reminder that economists can be wrong. As our Strategic Income team discusses in their latest outlook, the imminent recession that was widely predicted at the end of 2022 has yet to occur, and in fact, the economy appears to be getting stronger. https://hubs.la/Q02v6jlH0 #outlook #strategicincome #economy
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Why did economists predict a recession in 2023 and why were they wrong? PGIM Wadhwani reflects on the lessons from the past year in PGIM’s 2024 Best Ideas. Download here: https://on.pru/47EeknO #BestIdeas
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Why did economists predict a recession in 2023 and why were they wrong? PGIM Wadhwani reflects on the lessons from the past year in PGIM’s 2024 Best Ideas. Download here: https://on.pru/47EeknO #BestIdeas
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Why did economists predict a recession in 2023 and why were they wrong? PGIM Wadhwani reflects on the lessons from the past year in PGIM’s 2024 Best Ideas. Download here: https://on.pru/47EeknO #BestIdeas
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Why did economists predict a recession in 2023 and why were they wrong? PGIM Wadhwani reflects on the lessons from the past year in PGIM’s 2024 Best Ideas. Download here: https://on.pru/47EeknO #BestIdeas
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Overall, economic fundamentals remain broadly supportive of equity markets with economic growth resilient, even as inflation proves stickier and the challenge of the last mile decline to the 2% level seems a way off. A challenging backdrop for government bonds but equities remain supported by strong earnings growth and the prospect of rate cuts to come. Find out what's going on in the world and what that means for investors with Graham O'Neill's full economic and market update... https://lnkd.in/eGm_zdqe #worldmarketupdate #valuations #interestrates #economicdata #uselection #employment #geopolitics #emergingmarkets
Graham O'Neill's World Economic and Market Update
rsmr.co.uk
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Overall, economic fundamentals remain broadly supportive of equity markets with economic growth resilient, even as inflation proves stickier and the challenge of the last mile decline to the 2% level seems a way off. A challenging backdrop for government bonds but equities remain supported by strong earnings growth and the prospect of rate cuts to come. Find out what's going on in the world and what that means for investors with Graham O'Neill's full economic and market update... https://lnkd.in/eXduG_nt #worldmarketupdate #valuations #interestrates #economicdata #uselection #employment #geopolitics #emergingmarkets
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2024 economic outlook stays positive. Interest rate cuts, slower growth and moderate unemployment highlight look forward. International tension and supply chain pose risks. https://lnkd.in/giEf2j5n #economy #recession #interestrates #jobs
Economic outlook for 2024 brightens amid rate cut prospects, market rally but risks remain
usatoday.com
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Rational expectations theory - when expectations of the economy influence what the future state of the economy will become. The doctrine of rational expectations is often used to explain anticipated inflation rates. #investing #behavioraleconomics
How Were So Many Economists So Wrong About the Recession?
bloomberg.com
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