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
Global Economy – GDP Growth Projections Global growth is now projected at 3.6% in 2022 and 2023. Image: International Monetary Fund
Global Economy – FMS Economic Expectations Has the global economy growth peaked? Image: BofA Global Fund Manager Survey
Global Economy and Global Real GDP Growth Morgan Stanley expects global growth to improve by 60 bps over 5 quarters. Image: Morgan Stanley Research
Global Economy – OECD Composite Leading Indicator (CLI) The OECD Composite Leading Indicator (CLI) is rising and suggests that a global economic recovery is underway. Image: Macrobond
Global Economy – Annual GDP Growth Forecasts Weak global economic growth is expected to persist in 2020 and 2021. Image: Financial Times
Global Economy – 2020 Global GDP Projection The global economy is expected to grow by just 2.9% in 2020. Image: Bloomberg
Survey: View on the Global Economy In the latest BofA Merrill Lynch edition of the FX and rates sentiment survey, a majority of respondents thinks that “the global uncertainty shock has been so persistent that lasting damage has been done and policy action will be too little, too late.” Image: BofA Merrill Lynch
City Economic Surprise Index – U.S. Economy vs. Global Economy Nice chart showing that the U.S. relative economic outperformance. Image: Quill Intelligence, LLC
Global Economy Is Late Cycle This chart shows that a record number of fund managers think the global economy is late cycle. Image: Bank of America Merrill Lynch