equity market as undervalued, how we expect the U.S. economy will play out over the course of the year, and why we have an above consensus economic outlook over the long-term. We will: Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks. H...
Market Outlook, Standard reports / August 27, 2024 / Team Counterpoint Overview: The signs of growth in the global smartphone market, seen since late 2023, extended to Q2 2024, which became the third consecutive growth quarter with 8% YoY growth. Most regions registered growth tha...
Equity markets continue to rise as they did in 2023, posting strong gains in Q1 2024. Without earnings growth, the P/E multiple has expanded further, driven by future earnings expectations and AI driven productivity gains. Such hopes are now well baked into valuations. US equity market continue...
• Our economic outlook for the U.S., including our growth and inflation forecasts. We’ll assess the likelihood that inflation pressures (and the Fed’s response) push the economy back into recession. In our market outlook, we utilize a bottom-up perspective to determine market valuation. ...
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Monetary policy and elections in focus London –Standard Chartered (“the Bank”) now expect global GDP growth of 3.1% this year, unchanged from 2023, and 3.2% in 2025, an improvement from earlier forecasts of 2.9% and 3.1%. According to the Bank’s Global Focus Economic Outlook Q2-2024,...
Read the complete outlook While we still expect above-trend growth in Japan, the conflict in Ukraine and China’s recent lockdowns have added to headwinds. As an importer of energy products and food, Japan is exposed to higher prices from the war. In Australia, the labour market has ...
ICR’s July SPAC Market Update & Outlook report shows that private companies continue to have an alternative path to traditional IPOs as serial sponsors continue to price new SPAC IPOs. The purchase of existing sponsor economics by serial sponsors also shows confidence from veteran SPAC teams in ...
Market Outlook Halfway through the year, it would be an understatement to say that investors have had a rough go in 2022. The highest inflation in over 40 years has put into question the Fed’s inflation-fighting credibility. Investors are struggling to determine if the Fed’s commitment to...