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Our main calls for the global economy

From think.ing.com

All of latest from our team on what could be on the cards for various economic outlooks and developments in markets across the globe. United States: Strong GDP and jobs growth shows that the US economy continues to shrug off high borrowing costs and tight credit conditions, largely through robust government spending and consumers running down their savings. These factors will be less supportive in 2024 and inflation is on the path to 2%, so the Federal Reserve has the room to cut interest rates sharply. We still expect the Fed to start cutting rates in May. Eurozone: The eurozone escaped a technical recession and a ... (full story)

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  • Category: Fundamental Analysis