Allspring Global Investments’ Post

3 key takeaways in May’s Macro Matters: 1️⃣ Growth: U.S. growth has slowed but is still outperforming international growth. 2️⃣ Inflation: Inflation momentum in the U.S. has been on the rise, while Europe is getting closer to their inflation target. 3️⃣ Rates: We expect monetary policy divergence ahead. Read the full report here. 👇

March marks the fifth consecutive month of growth for markets, with gains spread across regions and capitalizations. The economy remains resilient despite stubborn inflation, leading the Fed to keep rates unchanged. In his latest monthly update, Phil Frattali reflects on the international markets and U.S. economy. https://lnkd.in/eFFEiQyk #capitalmarkets #economy

Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. Signs of sticky inflation and a resilient economy, including a strong labor market, have underpinned the change in expectations. Read the full Weekly Market Commentary Here: https://hubs.ly/Q02tSxc70

Three key takeaways from this month's Macro Matters: 1. Growth: We expect slower U.S. growth ahead—elsewhere, it's weak already. 2. Inflation: Inflation's momentum is heading in the right direction globally. 3. Rates: U.S. monetary policy will likely catch up. Read now.

While both global inflation is heading lower and interest rates have likely peaked in the current cycle, economic headwinds persist and the impact of tighter policy continues to feed through to the real economy. Fixed income markets are expecting a brighter second half of 2024, but prudence and selectivity will still be needed to effectively navigate an uncertain investment environment. Read more: https://ow.ly/6bA150S9i1g Lei ZHU, CFA Daniel U. #FidelityHK

The latest report shows a continued easing in US inflation rates, providing a positive outlook for the economy. This trend may impact various sectors and financial strategies moving forward. Stay informed with the details here: https://okt.to/GRXeD9

In our latest investment outlook, we look beyond the Magnificent Seven to other areas driving market expansion and examine the influence of macro factors including interest rates, inflation, GDP and consumer confidence on the markets. https://hubs.la/Q02p_tV70 #InvestmentOutlook #MarketView

The world around us is in a perpetual state of flux, from rising interest rates to extreme weather conditions. But without change, there is no growth, no innovation, and no progress. In our newly launched series, we explore the drivers of change impacting our cities and propelling us forward to adapt, learn, and take advantage of the opportunities they present. First up: anticipated interest rate cuts are poised to ignite new growth opportunities and for well-positioned buyers it’s a question of “when” not “if.” https://lnkd.in/e9i9b-cG #AY2024DriversOfChange #Inflation #Economy #AYdifference

Looking for a little more optimism amongst the news headlines? Allow me to introduce Avison Young's 2024 Drivers of Change. In this series, we explore the drivers of change impacting our cities and places, and propelling us forward to adapt, learn, and take advantage of the opportunities they present. Recent topics include: Positioning for an Upturn 🔗 https://lnkd.in/gFZDhMPz Heat-resilient cities 🔗 https://lnkd.in/gTiv3Qq8 Attainable housing 🔗 https://lnkd.in/gyCZCbWK The rise of natural capital 🔗 https://lnkd.in/gq7VHVr7 Stay tuned for the next story, Rising insurance rates' impact on CRE, arriving tomorrow, February 27th. Subscribe to be notified: 💡 https://lnkd.in/gnn9G6bD #AY2024DriversOfChange #aydifference #inflation #economy #commercialrealestate #cre

As 2024 unfolds, we're witnessing significant drivers of change including how work and the workplace is repostioned. Avison Young is launcing a new series "Drivers of Change" that is taking a deep dive into changes that are reshaping the landscape of our industry. Check out the first story – Positioning for an Upturn - taking a global look at we are and the opportunities in 2024. "Economic recovery is top of mind, yet it is closely connected to our social and environmental well-being, and both public and private sector leaders will need to step toward solutions and strategies together." - Mark Rose, CEO & Chair, Avison Young. #AY2024DriversOfChange #workplace #aydifference