All Posts Tagged: Eurozone

U.S. Outlook: Global economy firing on all cylinders

Scott Anderson
Chief Economist

One of the reasons the FOMC felt comfortable going ahead with the balance sheet normalization plan and signaling another rate hike before the end of the year was the significant progress that has been made on global economic growth and the improving global economic outlook for 2018.

Graph showing growth in several major economies around the world.The global economy is now more or less firing on all cylinders.

For more on this, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on Sept. 22.

Key observations:

  • Eurozone and U.K. economic strength have been some of the biggest surprises for the global economic outlook this year.
  • The Bank of England could be the next major central bank to start raising interest rates, perhaps as soon as November.
  • Japan’s economy is turning the corner. It is likely to continue to grow above trend over the next few years.
  • China’s hard landing fears have dissipated this year.

 

Click here to read my full report.

 

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Investment Insights: Excerpts from our August report

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Wide shot of plaza in North Korea dominated by two huge statues for former leaders, with nearby soldiers dwarfed on the ground.

After the North Korean regime had threatened the U.S. with a missile strike, the VIX Index, which is considered a barometer for volatility, dropped only slightly.

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Investment Insights: Big deals and bigger risks

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Female grocery employee surveying a large display of different fruits in the grocery store.

Just when investors thought mergers and acquisitions activity may be starting to slow, Amazon surprised markets with a $14 billion bid to buy grocer Whole Foods.

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Investment Insights: A Thunderous Thursday

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Flag of Great Britain flying in the breeze, with a row of blue European Union flags nearby in the background.

Depending on the details that James Comey releases, market participants may start to trade on the potential for further shake-ups within the government.

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Investment Insights: China’s new Silk Road and a European Union makeover

Wade Balliet
Posted by Wade Balliet
Investment Strategy
View from harbor of Shanghai

The trade relationship between the U.S. and its largest trading partner is being reshaped.

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