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Economic Growth

Weak Private Sector Credit Demand In China…
Rate Cut Expectations Boost German Investor Morale…
Don't Bet On A Continued Outperformance Of Aussie Materials Stocks…
Euro Area Earnings Are Set To Contract…
Deflationary Pressures Linger In China…

Global Investment Strategy predicted the surge of inflation in 2021/22 and the immaculate disinflation of 2023. Now their unique framework is predicting a recession in the second half of 2024.

The Key Macro Theme for China In 2024…
Receding Inflation Boosts US Household Sentiment…
US Jobs Data Deliver A Positive Surprise…
UK Households See Inflation Easing Over Near Term, Still Skeptical Over Longer Term…