Spending softening as savings exhausted
Challenging conditions reflect tightening monetary settings and stubborn inflation. Economic growth is decreasing with mild recessions likely in key regions as the year progresses. Manufacturing and construction are softening significantly given the stimulus-fuelled...
Growth slayed as central bank knights fight inflation
A global economic slowdown of significance is underway. Rolling recessions are likely in the next eighteen months as key regions are pounded by supply shocks relating to pandemic complications, war in Ukraine and rising interest rates. A more challenged outlook...
Bad news on inflation may unsettle markets
Key issues impacting the investment landscape include the pandemic which continues to complicate activity, inflation which may stay surprisingly high for an extended period, interest rate hikes which will likely weaken economies next year and recession risks which are...
Changing conditions to provide opportunities for alert investors
The supply shocks emanating from the war in Ukraine and sanctions on Russia are weighing on growth and lifting inflation through higher energy, food and metals prices. Supply chains and trade flows, already complicated by the pandemic, are further troubled. Business...
Concerns over higher interest rates appear overstated for now
Growth is likely to surprise on the upside this year, laying a solid platform for corporate earnings growth for those companies that manage their cost bases well. Jobs and wages are likely to grow strongly and households are likely to release pent-up demand using up...
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