Search Results for: economy

Net % of FMS Investors Expecting Stronger Economy FMS economy expectations have fallen drastically to a new low. Image: BofA Global Fund Manager Survey

Probabilities of the U.S. Economy Entering Recession in the Following Periods The probability of a U.S. recession in 2022 appears low. Image: Morgan Stanley

Global Economy – GDP Growth Projections Global growth is now projected at 3.6% in 2022 and 2023. Image: International Monetary Fund

Net % OW Equities vs. Net % Expecting Stronger Economy Global growth expectations plunged to their lowest level since July 2008, but equity allocations are not recessionary. Image: BofA Global Fund Manager Survey

How FMS Investors Believe the Global Economy Trends Will Be in Next 12 Months Should investors be worried about the risk of stagflation? Image: BofA Global Fund Manager Survey

Asset Price Inflation and “Real Economy” Inflation Gold performed well during the 1973-1983 decade. Image: Goldman Sachs Global Investment Research

FMS Investors – U.S. ISM Index YoY vs. Net % Expecting Stronger Economy Will the U.S. ISM index drop below 50 in 2022Q2 ? Image: BofA Global Fund Manager Survey

Economy-Weighted Composite ISM and Stock-to-Bond Ratio U.S. economic growth has already peaked. Image: Alpine Macro

Global Economy – FMS Economic Expectations Has the global economy growth peaked? Image: BofA Global Fund Manager Survey

Economy – U.S. Miles Driven Has the pandemic changed driving habits in the United States? It appears that Americans are now driving as much as before the pandemic. Image: Gavekal, Macrobond