ZebraLearn’s Post

Curious how the markets performed last quarter and what could happen next? Here is break down what you need to know about markets and the economy into a five-minute read. https://lnkd.in/g47-7kz5

With the fundamentals reasonably healthy and the macro picture stabilizing, many of the economic fears that pulled markets back in recent months may be subsiding. Read more as I take a look ahead: https://hubs.ly/Q02ccdCK0

According to our #CIO Guy Wagner, the global economy continues to grow at a sluggish pace. Further topics of our latest monthly market report "Highlights": - When will the inflation target of 2% be reached? - Fed leaves key interest rates unchanged, ECB lowers them - Uncertainties in France lead to higher bond yields in southern European countries - Positive balance for stock markets in the first half of the year 👉 English version: https://lnkd.in/eatru28R 👉 Version française : https://lnkd.in/e9DUYiqD 👉 Deutsche Version: https://lnkd.in/e4yPjqVJ #financeandeconomy #financialmarkets #globaleconomy #outlook #assetmanagement #analysis #luxembourg

Learn what affected economic markets last quarter in our second quarter market review.

As 2023 saw the highest inflation and sharpest monetary policy tightening in four decades, Chief Market Strategist Ronald Temple shares what inflationary trends we can expect in 2024. To learn more and access Ron’s full 2024 Global Outlook, click here: https://lnkd.in/eX-gaj7D

According to our #CIO Guy Wagner, the global economy continues to grow at a sluggish pace. Further topics of our latest monthly market report "Highlights": - When will the inflation target of 2% be reached? - Fed leaves key interest rates unchanged, ECB lowers them - Uncertainties in France lead to higher bond yields in southern European countries - Positive balance for stock markets in the first half of the year 👉 English version: https://lnkd.in/e-2iHWvv 👉 Version française : https://lnkd.in/eWQTe87B 👉 Deutsche Version: https://lnkd.in/eAHNuSyg #financeandeconomy #financialmarkets #globaleconomy #outlook #assetmanagement #analysis #luxembourg

Sentiment Suddenly Shifts Are the markets pricing in recession or simply a recalibration? When investors turned their calendars to August, they may have flipped the narrative on the economy at the same time... Read more from John Lynch here: https://lnkd.in/gxxdP2E2

𝐘𝐨𝐮𝐫 𝟏-𝐦𝐢𝐧 𝐩𝐫𝐞𝐩 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤 𝐚𝐡𝐞𝐚𝐝 𝐢𝐧 𝐠𝐥𝐨𝐛𝐚𝐥 𝐦𝐚𝐫𝐤𝐞𝐭𝐬👇 📆 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 🇺🇸Fed minutes will provide more colour on policymakers’ thinking about lowering borrowing costs. As Chair Powell hinted, the FOMC was considering a cut in July, so the minutes can bring upside volatility should there be a dovish tone. 📆 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 🇬🇧🇺🇸🇪🇺Manufacturing/Composite/Services PMIs will demonstrate how economic activity is keeping across developed economies. Projected to remain in expansion territory in all regions expect manufacturing in Europe. 🇺🇸Jobless Claims continue to be an important reading for the US labour market as markets are on edge for further negative surprises. Any rise from last week’s 227k could be seen as problematic. 📆 𝗙𝗿𝗶𝗱𝗮𝘆 🇺🇸Fed’s Powell will deliver his annual speech at the Jackson Hole symposium. Markets are closely watching the Chair’s commentary on upcoming rate cuts will be critical following the recent rise in unemployment. In addition to the above, several FOMC members are due to speak which can further volatility this week. A quiet week overall but markets will be judging closely the highly anticipated Jackson Hole symposium and Fed minutes which are likely to drive the narrative around rate reductions until the next NFP report in 2 weeks time. Have a gre trading week! 👊 #markets #weekahead #economy #data #investing #interestrates #federalreserve #inflation #unemployment #economy

As market optimism peaks, the threshold for downside surprises drops. Discover why equities are at risk in the coming quarter and what this means for investors. Dive into Chief U.S. Economist Lara Rhame's latest analysis. https://bit.ly/3KDuKnk

The first quarter saw the markets experiencing significant growth, despite prevailing concerns about inflation. This surge was largely fueled by optimism surrounding potential economic expansion and expectations for future interest rate cuts. 🔍 As we look ahead, the questions remain: Will the markets maintain their upward momentum? And, is the anticipated recession still on the horizon? Check out the below article, delve into the Q1 developments and explore what these trends might mean for the future. Stay informed and ready to adapt your financial strategies accordingly! #MarketUpdate #EconomicGrowth #FinancialInsights #FinancialStrategy