If you missed our Q2 Global Outlook webinar, you can hear the recording by clicking here or the image below. Also below are links to each of the chapters in the Global Outlook.
If you missed our Q2 Global Outlook webinar, you can hear the recording by clicking here or the image below. Also below are links to each of the chapters in the Global Outlook.
LINK TO OUTLOOK CHAPTERS
- U.S. Outlook: No Recession, but Subdued Growth Will Help to Reduce Inflation (here)
- LatAm Outlook: Lower Inflation and Growth above Expectations (here)
- China Outlook: Recovery To Fade Into 2024 (here)
- Japan Outlook: Trend Inflation To Remain Below 2% (here)
- Asia/Pacific (ex-China/Japan) Outlook: Defying Global Headwinds (here)
- Eurozone Outlook: Import(ant) Downside Risks (here)
- Western Europe Outlook: Consumer Fragilities Persist (here)
- EMEA Outlook: Domestic Factors Dominant (here)
- DM Rates Outlook: Yield Curve Inversion to Ebb (here)
- DM FX Outlook: Slow USD decline to continue but JPY and GBP could be volatile (here)
- Equities Outlook: Tactically Difficult/Strategically Bullish (here)
- EM FX Outlook: USD Strength Peaking (here)
- Commodities Outlook: Navigating Uncertainty (here)
- Technical Analysis Quarterly Chartbook (here)
