Economic Outlook

Erste Group
Door januari 13, 2020 12:42

Economic Outlook

Global economy – recovery should take hold in the first half of 2020

The preconditions for a recovery of the global economy in 2020 have significantly improved due to the following factors:

– economic policy uncertainty has decreased;

– the central banks of the largest economic areas have adopted noticeably easier monetary policies in 2019;

– leading indicators on the global level already pointed to an upswing in economic activity in the 4th quarter of 2019.

In view of trade barriers remaining in place, we initially expect just a slow, gradual recovery of the global economy.  

Erste Group
Door januari 13, 2020 12:42

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De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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