Search Results for: global economy

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

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

FMS Net % Expecting Stronger Economy vs. S&P 500 There is currently a significant and noteworthy disconnect between the macroeconomic perspective of FMS investors and the performance of U.S. equities. Image: BofA Global Fund Manager Survey

FMS Investors – Net % Expecting Stronger Economy vs. MSCI ACWI Only 15% of FMS investors expect stronger economic growth. Image: BofA Global Fund Manager Survey

Global High Yield Bond Prices High-yield bonds are often called the “canary in the coal mine”, as they are seen as a leading indicator of the health of the economy. Image: BofA Global Investment Strategy

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

CEO Business Confidence Expectations for Economy CEO confidence continues to deteriorate. Image: Goldman Sachs Global Investment Research