before the pandemic, was a very sharp slowdown in US net immigration. Now the US labor market at the moment is tight, but things kind of eased a bit on the supply side of the US labor market in 2023 because we saw a big recovery in net immigration...
However, as we move through 2023, the broad-based USD weakness, expected improvement in China’s growth outlook and the correction of the fundamental undervaluation based on Terms of Trade, especially for AUD/USD, are likely to enable commodity currencies to appreciate by 3-5% vs the USD. We...
in 2024, where the central banks are, debating the outlook and starting to talk about interest rate cuts. But we don't think they're going to get there
Economic conditions outlook during turbulent times, 2023 December 20, 2023 | Survey With geopolitical concerns the highest they have been all year, respondents’ views on the global economy continue to sour—but remain cautiously optimistic about economic conditions at home. You have reached a page ...
But what's gone with that change has been a very strong signal from central banks that they're not in any rush to start cutting rates. And so I think what we're going to be looking at is several months from now, in 2024, where the central banks are, debating the outlook and starti...
Despite a generally weaker outlook for 2023, there will certainly be bright spots within the gloom for those that are able to identify them and ready to grasp them when they do arise. Here is our advice to brands and retailers looking capitalize on the opportunities ahead. ...
"World Economic Outlook" released by the International Monetary Fund on July 25, 2023, the world GDP is expected to grow by 3.0% in 2023, which is 0.2 percentage points higher than the forecast in April. The world trade volume is expected to grow by 2.0%. Both follows a low-growth ...
Fig. 31 Summary of our 2023 calls outlook-to-datePerformance measured from 15 December 2022 or when the call was opened, to 21 September 2023 or when the view was closed.Past performance is not an indication of future performance. There is no assurance, representation or prediction given as ...
In this year’s outlook, we explore more deeply the seven critical areas we see the life sciences sector investing for change: evolving portfolios and value creation; research and development; supply chain; pricing and reimbursement; patient centricity; digital transformation; and health...
Since we published our Global Market Outlook (GMO) in December 2023, risk assets have remained resilient in the face of increased uncertainty, powering ahead despite stickier-than-expected inflation and a deepening Middle East conflict. Meanwhile, bond markets, regarded as the likeliest winner for ...