The Weekly Look Ahead for the Global Economy and Markets

The Weekly Look Ahead for the Global Economy and Markets

From substack.com

The global economy and markets largely navigated a news-packed week with relative resilience and ease, absorbing well a torrent of new forecasts, economic data, and policy announcements. The specter of tariff-related economic uncertainty continued to impact expectations of economic growth, as manifested in another set of downward revisions to growth forecasts from influential bodies. The OECD trimmed its forecast for the US, while the Bundesbank did the same for Germany. Purchasing Managers' Index (PMI) numbers echoed this, showing weakness in China. Yet, in a counterpoint to these cautious signals, the week's most ... (full story)

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