The Top 10 Risks to the Global Economy US-China trade conflict, US corporate debt burden, and emerging-markets crisis are the main global risks according to the Economist Intelligence Unit (EIU). Image: World Economic Forum
Advanced Economy Recessions During Global Stress Periods Interesting chart showing the number of advanced economies in recession during global stress periods. Image: Oxford Economics
Global Growth Economy This chart shows the global real GDP growth and the long-term growth momentum. It’s never paid to bet against America. Picture Source: J.P. Morgan Asset Management
CEO Business Confidence Expectations for Economy CEO confidence continues to deteriorate. Image: Goldman Sachs Global Investment Research
Consumer Expectations – What Do You Expect of the U.S. Economy over the Next 12 Months? Most American consumers are not very optimistic about the U.S. economy over the next 12 months. Image: BofA Global Research
Net % of FMS Investors Expecting Stronger Economy Are FMS economy expectations too pessimistic? Image: BofA Global Fund Manager Survey
Net % OW Equities vs. Net % Expecting Stronger Economy Pessimism about global growth is easing, suggesting a higher net equity allocation. Image: BofA Global Fund Manager Survey
U.S. 10-Year Treasury Yield and Global Manufacturing PMI (Leading Indicator) Should investors prepare for a substantial decline in the global economy? Image: TS Lombard
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