
Weekly Market Compass Clouds are forming for the global economy
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
Gold endured a choppy month, hitting a high of US$2,952 before ending February at US$2,858, a gain of 2.1% for the month. Geopolitics continued to play a significant role in the gold price. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income, emerging markets, and private markets; and the potential for artificial intelligence to influence global growth.
Date: Wednesday, 4 December, 2024 10:00 GMT