When Will the U.S. Economy Go into Recession?

When Will the U.S. Economy Go into Recession? The majority of FMS investors do not currently expect a U.S. recession in the next 18 months, while only 8% foresee one in the second half of 2024 and 30% predict a recession in 2025. Image: BofA Global Fund Manager Survey

FMS Net % Expecting Stronger Economy vs. S&P 500

FMS Net % Expecting Stronger Economy vs. S&P 500 FMS investors are less optimistic and expect a weaker global economy over the next 12 months. The disconnect between the macroeconomic perspective of FMS investors and the performance of U.S. equities is widening. Image: BofA Global Fund Manager Survey

U.S. Economy

U.S. Economy A recent Deutsche Bank survey found that 45% of participants predict a “no-landing” scenario for the U.S. economy by the end of 2024. This suggests no recession and inflation will remain above the Fed’s 2% target. Image: Deutsche Bank

Global Economy – GDP Growth Projections

Global Economy – GDP Growth Projections Global growth is projected to be 3.1% in 2024 and 3.2% in 2025. These projections highlight the resilience of many economies despite various challenges and uncertainties. Image: International Monetary Fund

What Is the Most Likely Outcome for the Global Economy in the Next 12 Months?

What Is the Most Likely Outcome for the Global Economy in the Next 12 Months? FMS investors continue to anticipate a “soft landing” as the most likely global outcome, indicating a gradual and controlled slowdown in the global economy, as opposed to an abrupt or disruptive downturn. Image: BofA Global Fund Manager Survey

Net % of FMS Investors Expecting Stronger Economy

Net % of FMS Investors Expecting Stronger Economy FMS investors expect a weaker economy in the next 12 months. Are FMS economy expectations too pessimistic? Image: BofA Global Fund Manager Survey