Global Economy and Stock Markets Global growth is projected at 3.1% in 2024 and 3.2% in 2025. The forecast for 2024–25 is, however, below the historical (2000–2019) average of 3.8%, with elevated central bank policy rates to fight inflation, a withdrawal of fiscal support amid high debt weighing on economic activity and low underlying productivity…
DetailsGlobal Economy and Stock Markets Global growth is projected at 3.1 percent in 2024 and 3.2 percent in 2025. The forecast for 2024–25 is, however, below the historical (2000–2019) average of 3.8 percent, with elevated central bank policy rates to fight inflation, a withdrawal of fiscal support amid high debt weighing on economic activity, and…
DetailsGlobal Economy and Stock Markets Global growth seems to be holding on in 2023. Global GDP is expected to grow at 2.7% this year, 100 bps above the Bloomberg forecast of a year ago whereas USA is forecast to grow at 2.4%, 200 bps above the consensus forecast of a year ago. Further, since the…
DetailsGlobal Economy and Stock Markets Midway through 2023, the global economy is confronting a host of unusual occurrences with US unemployment at its lowest point since 1968 whereas core inflation is higher than what it was in 1983. Global growth has stabilized but the improvement is fragile. Global GDP growth is projected to grow at…
DetailsGlobal Economy and Stock Markets Tentative signs in early 2023 were that the world economy could achieve a soft landing—with inflation coming down and growth steady—but the expectation of soft landing has receded recently amid stubbornly high inflation and recent financial sector turmoil. Hence, the outlook for 2023 is uncertain again amid troubles in the…
DetailsGlobal Economy and Stock Markets As per latest survey by IMF, inflation appears to have peaked in 2022, consumer spending remains robust and the energy crisis post Russia-Ukraine war has been less severe than initially feared. Though global economy still faces major headwinds in 2023, global growth is now expected to fall from 3.4% in…
DetailsGlobal Economy and Stock Markets The U.S. economy and stock market continued to struggle in the quarter gone by. Economic uncertainty may have peaked in 1st half of 2022 but it still remains high. US stock markets continue to feel the weight of Federal Reserve policy tightening, shrinking market liquidity and slower economic growth and…
DetailsGlobal Economy and Stock Markets The first half of 2022 was historically dismal for global stock markets and there is still some way to go before the storm blows over. Facing a multi-decade high in inflation, aggressive monetary policy tightening by the Federal Reserve and the effects of the Russia-Ukraine war, the US markets were…
DetailsGlobal Economy and Stock Markets Over the last 2 years, markets have been kind to investors globally mainly led by loose monetary policy. With worries cropping up on multiple fronts, there has been a reset in investors sentiments and liquidity. Some of the reasons for sharp fall in the last couple of months are as…
DetailsGlobal Economy and Stock Markets The global economy enters 2022 in a weaker position than previously expected. As the new Omicron COVID-19 variant spreads, countries have reimposed mobility restrictions. Rising energy prices and supply disruptions have resulted in higher and more broad-based inflation than anticipated. Further, the ongoing retrenchment of China’s real estate sector and…
DetailsGlobal Economy and Stock Markets Global equity markets continued to generate positive returns for the quarter as economies opened up and activity levels picked up. Stocks have been on a roll as another mostly successful earnings season has unfolded, but there are reasons for investors to be both optimistic and cautious. There are several risks…
DetailsGlobal Economy and Stock Markets Global equity markets continued to generate positive returns for the quarter as vaccination pace accelerated in most developed economies. Additionally, governments of most developed countries continued to ease COVID related mobility restrictions and activity levels picked up. This has resulted in global trade volumes showing a V-shaped bounce back and…
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