The Macro Minute | August 22, 2024 In today's video, I answer the following questions: - Where is the global economy headed? - Will the Fed acquiesce to a weak dollar? You can watch it here:

🌍 Despite ongoing geopolitical tensions, markets are staying focused on the fundamentals: U.S. economic strength, inflation trends, and Fed policy. Seema Shah answers the key question: how will slow disinflation and upcoming rate decisions shape the markets in 2025? https://lnkd.in/e7ytjfXy

The US economy enters 2025 on a positive note, defying recession predictions.  However, potential risks include: Trade wars, financial market instability and geopolitical risks. Full article in the link in bio.

Following a week in which the risks to the global economic outlook suddenly skewed to the downside, the pendulum has swung back again over the past few days. Confidence in a soft landing for the world economy has instead now re-surfaced partly thanks to firmer-than-expected global economic data, together with some solid corporate earnings reports from the United States. In our charts this week we delve into: ➡️ The global business cycle ➡️ Copper prices ➡️ Semiconductor trade ➡️ Monetary policy transmission ➡️ US fiscal policy support ➡️ Euro area financial balances Read more here: https://lnkd.in/gHZcwp_b Grab this free download 📥 PDF: https://lnkd.in/ePA3-mtp

Our most recent thoughts

🌍 Our NEW *World Economic Outlook* is here! We project steady, yet modest global growth at *3.2% growth for 2024-2025*, with inflation dropping to *4.3% by 2025*. 🙌🏼 Let's start with the *good news*: it looks like the global battle against inflation has largely been won, even if price pressures persist in some countries. 🛑 Despite the good news on inflation, *several threats* dominate: an escalation in regional conflicts, especially in the Middle East, could pose serious risks for commodity markets. Shifts toward undesirable trade policies can lower output. Monetary policy could remain too tight, and financial conditions could tighten abruptly. 📈

The Fed has pivoted and cut rates. How does that impact our outlook for global economic growth? Watch this 90-second video to get our latest insights on the global economy: https://okt.to/2TNYR4

What lies ahead for the global economy? Join Matthew Piepenburg, Nomi Prins, and Ted Butler in a deep dive into the key challenges facing the financial world today. Topics covered include: - US recession indicators - Fed policy in the face of inflation - USD's long-term direction - Chinese slowdown's ripple effects - Equity market trends - War risks and their financial consequences Discover why rising debt levels mean currency debasement is almost inevitable and what that means for your wealth: https://ow.ly/3G8T50TBXIl

Markets and forecasters are anticipating a soft landing in 2024, where inflation slows and growth cools without sliding into a recession. This is possible, but we think the risks of economic growth eventually disappointing markets are underappreciated. Check out our full Global Market Outlook in the comments below. #Economy #Investing #Finance

Markets faced a whirlwind week with inflation, geopolitics, and earnings taking center stage. The S&P 500 and Nasdaq closed lower, reflecting investor concerns. Rising prices, global tensions, and mixed earnings reports kept traders on their toes. Volatility may persist as markets digest economic signals and geopolitical risks. Stay informed! Tap the link below to read more from this week's market commentary kwbwealth.com/wmc-4-15-24