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In February, consumer confidence saw its third month-on-month decline, sliding 7 points to 98.3, the steepest decline since August 2021. Additionally, consumers' short-term outlook for the economy fell below 80, which usually signals a recession ahead, for the first time since June 2024. Erik Lundh, Senior Global Economist, and Stephanie Guichard, Senior Economist of Global Indicators, both at The Conference Board, unpack what's behind declining consumer sentiment, including survey respondents' write-in responses, and how it could shape economic growth this year. (00:30) February U.S. Consumer Confidence Survey Insights (01:08) CEO Confidence vs. Consumer Confidence (02:15) Detailed Breakdown of Consumer Confidence Components (04:49) Consumer Inflation Expectations (06:43) Consumer Spending and Market Expectations (14:40) Global Economic Outlook (15:20) U.S. Economic Forecast for 2025 (18:20) Impact of Tariffs on the Economy For more from The Conference Board: US Consumer Confidence Retreated in January Download the full Consumer Confidence Survey Report Are You Optimistic About the Economy? Most CEOs Are
Consumer confidence is down for the second month in a row, with assessments of the present situation, current labor market conditions and business conditions all having deteriorated. Pessimism over future employment prospects seen in December continued into January, according to the latestConsumer Confidence Index® from The Conference Board, but the overall index remained in the same narrow range it has since 2022. Join Erik Lundh, Senior Global Economist,and Stephanie Guichard, Senior Economist of Global Indicators, both at The Conference Board, for their full conversation abouthow consumer sentiment could weigh on US economic growth and the global economy in 2025. (00:32) Consumer Confidence Index Overview (01:37) Detailed Analysis of January's Consumer Confidence (05:00) Inflation and Consumer Expectations (06:00) Positive Insights from the Survey (11:02) Consumer Spending and Buying Plans (16:08) Global Economic Outlook (16:36) US Economic Forecast (19:20) European Economic Conditions (20:03) Emerging Markets Focus: India and China (21:21) Risks and Final Thoughts For more from The Conference Board: US Consumer Confidence Retreated in January Download the full Consumer Confidence Survey Report
1. 7 Disruptions Through 2029 You Might Not See Coming (19:00) – Gartner 2. The Global Economic Outlook (1:10:05) – World Economic Forum 3. Technology in the World (55:27) – World Economic Forum 4. The Dawn of Artificial General Intelligence? (49:16) – World Economic Forum 5. Who Benefits from Augmentation? – World Economic Forum 6. Industries in the Intelligent Age – World Economic Forum 7. Germany's Skilled Labor Shortage – DW Documentary (28:26) 8. Why It's Almost Impossible to Lose Things in Japan – BBC REEL (6:20) 9. How Singapore Is Trying to Build a Climate-Proof City – Bloomberg Originals 10. Tools for Managing Stress & Anxiety – Huberman Lab Essentials (32:29)
1. 7 Disruptions Through 2029 You Might Not See Coming (19:00) – Gartner 2. The Global Economic Outlook (1:10:05) – World Economic Forum 3. Technology in the World (55:27) – World Economic Forum 4. The Dawn of Artificial General Intelligence? (49:16) – World Economic Forum 5. Who Benefits from Augmentation? – World Economic Forum 6. Industries in the Intelligent Age – World Economic Forum 7. Germany's Skilled Labor Shortage – DW Documentary (28:26) 8. Why It's Almost Impossible to Lose Things in Japan – BBC REEL (6:20) 9. How Singapore Is Trying to Build a Climate-Proof City – Bloomberg Originals 10. Tools for Managing Stress & Anxiety – Huberman Lab Essentials (32:29)
Dive into our annual C-Suite survey and discover how leaders plan to grow revenue, use AI, and more. The two biggest geopolitical risks for C-Suite leaders in 2025 are intensified trade wars and foreign cyberattacks. How do these business leaders plan to grow revenue and embrace AI while safeguarding against these active threats? Join Steve Odland and guest Dana M. Peterson, chief economist and leader of the Economy, Strategy & Finance Center at The Conference Board, to learn about internal and external company risks, how the C-Suite think about AI implementation, and why business leaders remain worried about a recession. (00:29) Overview of the C Suite Outlook Survey (01:36) Top Line Results and CEO Concerns (04:05) Geopolitical and Economic Challenges (08:29) Regional Differences in Economic Sentiment (16:57) Strategies for Growth and Innovation (23:06) Leadership and Talent Retention (25:01) AI Implementation and Challenges (29:15) Human Capital and Workforce Productivity For more from The Conference Board: C-Suite Outlook 2025: Seizing the Future 2025: A Year In Preview Global Economic Outlook 2025 to 2039: Opportunities, Caveats, and Uncertainties
Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers. Disclaimer: https://www.research.hsbc.com/R/101/hNcXcdr.Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights.Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvARAnghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.
In this episode, Marko Papic, Senior Vice President and Chief Strategist at BCA Research, explores the geopolitical and macroeconomic issues likely to impact the markets under the coming years. Marko explains his approach to geopolitics and why material constraints often outweigh policymakers' preferences. Marko also discusses the implications of US fiscal policy, tariffs, and the geopolitical risks posed by China and Iran under the Trump administration.
In this interview, Axel Merk, President & CIO of Merk Investments discusses the Federal Reserve's latest actions and why their "bazooka" could have a significant impact on you. We also explore why GOLD is increasingly seen as the last refuge for investors in uncertain times. Axel provides thoughtful analysis on the Fed's strategy, market trends, and practical advice for 2025. If you're looking for ways to protect your portfolio and prepare for the year ahead, this conversation offers valuable perspectives to guide your decisions. #gold #FED #popcorn ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------
Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers. Disclaimer: https://www.research.hsbc.com/R/101/hNcXcdr. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research Hosted on Acast. See acast.com/privacy for more information.
Tariff uncertainty in the US, deflation pressures in China, and political instability in France and Germany are driving forecast changes for 2025. Join Brian Coulton and Ed Parker as they cover these and other developments detailed in Fitch's new Global Economic Outlook report.
Consumer optimism is up again in November, according to the latestConsumer Confidence Index® fromThe Conference Board.Amid growing optimism over the labor market and a stock market rally, the consumer confidence index increased to 111.7 this month from 109.6 in October. Join Erin McLaughlin and guest Dana Peterson, Chief Economist and Leader of the Economy, Strategy & Finance Center at The Conference Board, to find out what consumers are optimistic about, what concerns they have, and how they're planning to spend in the next month. (00:38) Key Takeaways from the Latest Survey (01:25) Demographic Insights and Economic Drivers (03:11) Consumer Expectations and Recession Fears (03:35) Inflation, Interest Rates, and Stock Market Outlook (08:13) Spending Trends on Goods and Services (11:00) Concerns and Hopes for 2025 (14:31) Global Economic Outlook for 2024 and 2025 (16:37) Policy Impacts and Business Advice For more from The Conference Board: US Consumer Confidence Improved Again in November Download the full Consumer Confidence Survey Report
This week on TrendsTalk, ITR Economist Taylor St. Germain discusses how the global economy is performing compared to the US economy, and provides our global economic outlook for 2025. How should you be preparing your business for what is to come next year, and what are the potential challenges that lie ahead? Tune in to this episode to find out!
All eyes are on the US this week, with the election result set to impact financial markets and the broader economy. But there are even bigger influences on global growth than who sits in the Oval Office.Joe Davis, Global Chief Economist at investment giant Vanguard, talks to Sean Aylmer about the economic landscape ahead of the US election, the implications of global events like the Middle East conflict, the transformative potential of AI, and the future of globalisation.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
The global interest rate cut cycle has started. And there are many more interest rate cuts ahead across most major economies. CBA's view is that the interest rate cuts will improve global economic outlook in 2025. In the latest podcast, Joseph Capurso, Head of International and Sustainable Economics, and John Oh, Sustainable Economist sit down to discuss CBA's latest view and breakdown developments across the major economies. ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found at www.commbankresearch.com.au. Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice. This podcast provides general market-related information, and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is approved and distributed by Global Economic & Markets Research (GEMR), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). The information is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA data' is cited, this refers to the Bank proprietary data that is sourced from the Bank's internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. As analysis is based on CBA customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group's Privacy Policy Statement. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations are reasonably held based on the information available at the time of its compilation but no representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.
Consumer sentiment on jobs, income and overall business conditions dropped in September, the latest survey results from The Conference Board Consumer Confidence Index® show. Fewer hours, slower payroll increases and fewer job openings – even amid a relatively healthy labor market – are likely behind falling consumer optimism. Join Alex Heil, Senior Economist, Energy, Infrastructure, and Environment at The Conference Board and Dana M. Peterson, Chief Economist and Leader of the Economy, Strategy & Finance Center at The Conference Board, to find out what impact lower US consumer sentiment could have on the wider economy. (00:33) Understanding the Consumer Confidence Index (01:00) Labor Market Insights (04:12) Consumer Confidence by Age and Income (05:46) Present Situation vs. Expectations (09:03) Consumer Spending Trends (17:36) Global Economic Outlook (19:24) European Economic Challenges (24:19) Interest Rates and Central Bank Policies For more on this topic from The Conference Board: Consumer Confidence Survey Economic Forecast for the US Economy Economy Watch: United States
What got us to the point we are now? (0:10) Will investors go back to the 60-40 rule? (4:30) AI applications for investment professionals (6:00). Fed moves and how central banks have dominated markets (8:20). Global markets and industrial policies; impact on the U.S. (12:00). Will AI disrupt labor force? (16:40) How will U.S. election outcome affect the markets? Does it matter who wins? (22:55)Recorded live on June 18 with Seeking Alpha's VP Quantitative Strategy and Market Data, Steven Cress, in conversation with KPMG U.S.'s Senior Economist, Kenneth Kim; Invesco's Chief Global Market Strategist, Kristina Hooper; and Principal Asset Management CEO, Kamal Bhatia. Originally published with video here.Read the transcriptShow Notes:Magnificent 7: how big tech stocks have moved since selloff sparked by recession fearsJobs data in charts: Unemployment rate rises againU.S. Recession Fears Prompt Global Market Sell-OffFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Consumers are happy to be working, but they're still concerned about elevated prices and interest rates. That's according to The Conference Board Consumer Confidence Index® for July. Join Markus Schomer, Senior Economist at The Conference Board, and Dana Peterson, Chief Economist and Leader of the Economy, Strategy & Finance Center, to find out what's affecting US consumer attitudes and spending—and how it fits into the bigger picture of economic growth around the world. (00:36) Key Insights from the July Consumer Confidence Survey (00:55) Consumer Concerns: Inflation, Interest Rates, and Politics (01:46) Labor Market and Economic Expectations (03:57) Consumer Spending and Financial Sentiment (05:33) Recession Fears and Economic Indicators (10:49) Durable Goods and Service Spending Trends (17:17) Global Economic Outlook (26:20) Inflation and Central Bank Policies For more on this topic from The Conference Board: Consumer Confidence Survey Economic Forecast for the US Economy Economy Watch: United States
Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, parse Fitch's latest Global Economic Outlook report, covering focus points including the gradually slowing US economy, global monetary policy developments and more.
Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current equity, bond markets, and the challenges in commercial real estate. Discover the strong investment potential of the U.S. amidst global shifts, encouraging a disciplined, long-term investment strategy. We then get into a discussion of the limitations of GAAP accounting and the benefits of Uniform Adjusted Financial Reporting Standards (UAFRS). It's earnings season, after all. Explore how understanding true business earnings and improved transparency can lead to better investment decisions, and outcomes. Dive into the nuances of corporate management claims, financial forensics, and market analysis, including Jerome Powell's statements on inflation, the pitfalls of EBITDA, and the past example of IBM's flawed compensation strategy.Timestamped Highlights00:00 Understanding Earnings Comparisons00:11 The Impact of Inventory Methods on Profit Reporting00:53 Challenges with GAAP Accounting01:31 Historical Perspectives on Accounting Standards03:39 Introduction to Uniform Accounting Principles03:44 The Role of Shelby Davis in Accounting04:29 The Importance of Consistent Accounting Standards06:42 Market Insights and Economic Trends07:54 The State of the Bond Market31:19 Private Equity and Credit Markets47:18 Understanding Sustainable Earnings48:16 The Flaws of Wall Street Ratings50:37 Uniform Accounting and Fraud Detection53:00 Case Studies and Real-World Applications55:04 Challenges in Financial Analysis01:01:22 The Role of Audio Analysis in Detecting Deception01:07:20 Teaching Uniform Accounting01:14:08 The IBM Case Study01:18:30 Advice for Financial Analysts and Investors01:20:40 Global Economic Outlook and U.S. Dominance
Consumer confidence has pulled back in June, according to The Conference Board Consumer Confidence Index®. The index dipped to 100.4, down from 101.3 in May, with consumers expressing mixed feelings on the labor market and short-term business outlook. Join Markus Schomer, Senior Economist with The Conference Board, and Dana Peterson, Chief Economist and Leader of the Economy, Strategy & Finance Center, to find out why consumer confidence continues to decline—and what that means for US and global economic growth. (00:31) June Consumer Confidence Survey Insights (00:53) Factors Influencing Consumer Confidence (02:04) Age and Income Differentiation in Confidence (02:58) Present Situation and Expectations Indices (06:09) Consumer Views on Recession and Inflation (07:49) Interest Rates, Stock Market, and Finances (10:16) Consumer Spending and Buying Plans (13:50) Outlook for the U.S. Economy (17:04) Global Economic Outlook
Thursday, June 13th, 2024Today, in a sweeping change, the Biden administration will remove medical debt from our credit score; US inflation cooled in May though the Fed will not cut interest rates; the US Treasury hits Russia with a new round of sanctions; Senate Democrats have begun investigating the $2B Saudi payment to Jared Kushner's investment firm; a federal appeals court upholds the California ban on gun shows at county fairs; an Ohio special election is the latest encouraging sign for Democrats; the World Bank says the Biden economy is powering the global economic outlook; plus Allison and Dana deliver your Good News.Lauren Windsorhttps://twitter.com/lawindsorhttps://www.laurenwindsor.comhttps://www.theundercurrent.tvLauren Windsor's upcoming documentary: Gonzo for DemocracyTickets and LIVE show dates https://allisongill.comSubscribe for free to MuellerSheWrote on Substackhttps://muellershewrote.substack.com Wyden probes Kushner firm for investment details (The Hill)In sweeping change, Biden administration to ban medical debt from credit reports (CBS News)Surprising U.S. economy is powering better global outlook, World Bank says (Washington Post)Federal appeals court upholds California law banning gun shows at county fairs (AP News) Subscribe to Lawyers, Guns, And MoneyAd-free premium feed: https://lawyersgunsandmoney.supercast.comSubscribe for free everywhere else:https://lawyersgunsandmoney.simplecast.com/episodes/1-miami-1985Check out other MSW Media podcastshttps://mswmedia.com/shows/Follow AG and Dana on Social MediaDr. Allison Gill Follow Mueller, She Wrote on Posthttps://post.news/@/MuellerSheWrote?utm_source=TwitterAG&utm_medium=creator_organic&utm_campaign=muellershewrote&utm_content=FollowMehttps://muellershewrote.substack.comhttps://twitter.com/MuellerSheWrotehttps://www.threads.net/@muellershewrotehttps://www.tiktok.com/@muellershewrotehttps://instagram.com/muellershewroteDana Goldberghttps://twitter.com/DGComedyhttps://www.instagram.com/dgcomedyhttps://www.facebook.com/dgcomedyhttps://danagoldberg.comHave some good news; a confession; or a correction?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/From The Good Newshttps://www.netrootsnation.org - Promo Code NN24Partner (Baltimore MD)Consumer Financial Protection Bureau (consumerfinance.org)A Life Half Told: Unraveling my story through DNA by William Aperance, Courtney Aperance (Amazon) Live Show Ticket Links:https://allisongill.com (for all tickets and show dates)Sunday, June 2nd – Chicago IL – Schubas TavernFriday June 14th – Philadelphia PA – City WinerySaturday June 15th – New York NY – City WinerySunday June 16th – Boston MA – City WineryMonday June 17th Boston, MA https://tinyurl.com/Beans-Bos2Wednesday July 10th – Portland OR – Polaris Hall(with Dana!)Thursday July 11th – Seattle WA – The Triple Door(with Dana!)Thursday July 25th Milwaukee, WI https://tinyurl.com/Beans-MKESunday July 28th Nashville, TN - with Phil Williams https://tinyurl.com/Beans-TennWednesday July 31st St. Louis, MO https://tinyurl.com/Beans-STLFriday August 16th Washington, DC - with Andy McCabe, Pete Strzok, Glenn Kirschner https://tinyurl.com/Beans-in-DCSaturday August 24 San Francisco, CA https://tinyurl.com/Beans-SF Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?Supercasthttps://dailybeans.supercast.com/OrPatreon https://patreon.com/thedailybeansOr subscribe on Apple Podcasts with our affiliate linkThe Daily Beans on Apple Podcasts
This Morning's Headlines 1. Seoul Declaration 2. Marine's Death Probe 3. Minimum Wage Commission 4. Safety Screening 5. Global Economic Outlook
Fitch Ratings' latest Global Economic Outlook projects this year's GDP growth to come in at 2.4%, which is a 0.3 percentage point improvement from an earlier forecast, and follows a 2.9% growth for 2023. Brian Coulton, the chief economist at Fitch, talks us through how today's current challenges and upcoming events might impact the world's economies continued post-pandemic recovery.Image Credit: Shutterstock.com
Before Neil Shearing gets on to discussing the key takeaways from our latest Global Economic Outlook, he talks to David Wilder about the inflationary risks stemming from the collapse of the Francis Scott Key bridge at Baltimore's port. The Capital Economics Group Chief Economist also explains what to make of the apparent contradiction of US business leaders making high-profile visits to China even as the US and UK governments slap sanctions on state-affiliated hackers. Also, this November's big election is happening in the US but is being watched closely worldwide – not least in Canada and Mexico. Jason Tuvey and Stephen Brown talk through the risks of a potential re-election of Donald Trump, not least to the tripartite trade pact. Note: This week's episode is being published early ahead of public holidays in the UK. The next Weekly Briefing will be published on Monday, 8th April.
In our latest podcast Joseph Capurso, Kristina Clifton and Carol Kong from the International and Sustainable Economics team discuss our updated outlook for the major economies and their central banks. We now predict the FOMC will pull off a ‘soft landing' in the US economy. Japan, Canada, the Eurozone and the UK will skirt close to recession in 2024. Meanwhile, China is expected to keep growing by ‘around 5%'. We expect all central banks under our coverage, with the exception of Japan, to cut interest rates this year. ------ DISCLAIMER ------ Before listening to this podcast, you are advised to read the full Global Economic & Markets Research (GEMR) disclaimers which can be found at www.commbankresearch.com.au. Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice. This podcast provides general market-related information, and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is approved and distributed by Global Economic & Markets Research (GEMR), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). The information is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA data' is cited, this refers to the Bank proprietary data that is sourced from the Bank's internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. As analysis is based on CBA customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group's Privacy Policy Statement. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations are reasonably held based on the information available at the time of its compilation but no representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com. In this episode of Wealthion, host James Connor of Bloor Street Capital sits down with Jim Rickards, Former Advisor to the CIA and Pentagon, to discuss the current state of global affairs. Rickards, known for his deep insights into geopolitical and economic trends, shares his views on a range of topics including the ongoing Ukraine conflict, the precarious situation in the Middle East, the economic implications of China's real estate crisis and if he thinks the stock market is a bubble that is about to burst. Learn more about Jim and his insights here: https://wealthion.com/rickards Timestamps:02:43 - Jim Rickards on Global Concerns and Ukraine Analysis11:15 - Russia's Financial Warfare and the Future of the US Dollar22:06 - The Escalation in Ukraine and Misguided US Policies32:25 - Middle East Tensions and Global Implications40:04 - China's Economic Crisis and Global Impact47:09 - US Economic Trends and Depression Indicators51:19 - Taiwan's Geopolitical Significance53:27 - Global Economic Outlook and Historical Comparisons
As The World Economic Forum wraps up in Davos, Switzerland, Bloomberg's Francine Lacqua hosted a blockbuster panel looking at the Global Economic Outlook. Panel members: ECB President Christine Lagarde Carlyle Co-Founder David Rubenstein Saudi Finance Minister Mohammed Al-Jadaan Singapore President Tharman Shanmugaratnam German Finance Minister Christian Lindner Director general of the WTO Ngozi Okonjo-Iweala See omnystudio.com/listener for privacy information.
Tune in with Endrit Cela for this week's overview on 'Capital Markets Quickie.' We're diving into the latest U.S. retail sales data, bank earnings, Davos discussions, China's GDP figures, and oil price volatility. Get the insights you need to navigate through these market-shaping events. >>> Make sure to check out my newsletter "Cela's Weekly Insights": https://endritcela.com/newsletter/ >>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”: https://www.youtube.com/@MainValue >>> Visit out website for interesting articles on business, finance and much more: http://www.mainvalue.de >>> Follow me on LinkedIn: https://www.linkedin.com/in/endrit-cela/ >>> Follow me on Instagram: https://www.instagram.com/endritcela_official/ Disclaimer for "Capital Markets Quickie" Podcast: The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
Welcome to a special episode of "Through Conversations," where we delve into the transformative year of 2024, a period poised to redefine the global landscape. In this episode, we explore the multifaceted challenges and opportunities that lie ahead in what is set to be the largest election year in history. Join us as we analyze the potential impact of 40 nations going to the polls, representing a significant portion of the global population and economy.We'll discuss the geopolitical tension escalating in the Asia-Pacific region, particularly focusing on Taiwan's bold political stance and its ramifications on international relations. Additionally, we'll dive into the critical cybersecurity concerns surrounding the U.S. elections and the implications of potential vulnerabilities on the democratic process.The episode also takes a closer look at the groundbreaking work of the Galileo Project at Harvard University in their search for extraterrestrial intelligence. We ponder how such a discovery could reshape our understanding of the universe and our place within it.Amidst these discussions, we cannot overlook the pressing issue of climate change. With 2024 expected to surpass previous global temperature records, we delve into what this means for our planet and the urgent actions required to address the climate crisis.Throughout the episode, we also integrate the voices of our listeners, reflecting on the concerns and insights shared by our community. From political polarization to economic uncertainty, we examine the sentiment of the electorate and what it reveals about the challenges we face as a society.Highlights00:00 Introduction and Preview of 202405:30 Elections in Taiwan08:08 US Presidential Election.17:09 Search For Aliens in 2024.19:25 Climate Change.22:34 Advancements in AI.24:38 Challenges and Hopes for 2024.-----Thank you for tuning in! If you enjoyed this episode, share it with a loved one.If you are listening on Apple Podcasts or Spotify, rate the show and write a review with your thoughts -- I do read what you write and it helps more than you think!// Links //Website: https://throughconversations.comGet The Newsletter: https://throughconversations.ck.page/0c18d1ab61// Keep In Touch //Twitter: https://twitter.com/thruconvpodcastInstagram (6,000 followers): https://www.instagram.com/thruconvpodcast/?hl=enYouTube (community of 40,000): https://www.youtube.com/channel/UCl67XqJVdVtBqiCWahS776g
This week, Fareed looks ahead at the new year and the biggest global challenges it will bring. First, Fareed and the panel discuss what the year will bring for the two major wars (in Ukraine and in the Middle East) and some of the world's many major elections (including in the U.S. and Taiwan). Next, Financial Times contributing editor Ruchir Sharma joins Fareed on set in Mumbai to discuss the outlook for the U.S. and global economies. Then, Fareed speaks with Inflection A.I. CEO Mustafa Suleyman to discuss the future of human interaction with artificial intelligence. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this Business English News lesson, we look at business English vocabulary related to the economy and finance and the global economic outlook for 2024. The post Business English News 55 – 2024 Global Economic Outlook first appeared on Business English Pod :: Learn Business English Online.
Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, discuss Fitch's Global Economic Outlook for 2024, including stagnation in the Eurozone, property market concerns in China, and slowing growth in the US
With recent rating downgrades of banks heavily exposed to commercial real estate (CRE)—and office space in particular—concerns about the US banking sector are resurfacing. The unprecedented shift to flexible work has not only prompted many companies to seek a smaller footprint but also spaces with greater energy efficiency for sustainability and modern amenities to lure workers back to the office. In this episode of CEO Perspectives, Erin McLaughlin, Senior Economist in the Economy, Strategy & Finance Center, joins Steve Odland, President and CEO, both of The Conference Board, to discuss what this shift and plummeting CRE values may mean for banking, lending, and economy in general. Tune in to find out: · How have business conditions changed in the wake of hybrid work arrangements? · Small and mid-size banks hold the most CRE assets; what could this mean for their future or for M&A activity? · What is the Fed doing to prevent bank failures? · What are the potential ripple effects throughout the economy—and the urban landscape? For more Trusted Insights for What's Ahead™: · Read: 2023 Banking Crisis: US By the Numbers, 6-Month Update · Watch: Economy Watch: The 2024 Global Economic Outlook
Chief Global Economist Jennifer McKeown provides a sneak peek of our upcoming Q4 Global Economic Outlook. She tells David Wilder why “higher for longer” won't survive economic weakness and also explains why monetary tightening hasn't had the direct and immediate impact that had been expected. Jenny also previews our upcoming work on neutral interest rates.Plus, in an exclusive clip from our recent client briefing on the Bank of Japan, Chief Asia Economist Mark Williams, Japan lead Marcel Thieliant and Senior Markets Economist Tom Mathews discuss what a Japanese rate hike could look like and how it would affect domestic and global financial markets. Click here to explore the analysis and events referenced in this episode.
This week on the show, Fareed sits down with three former Treasury Secretaries to discuss the state of the world economy. First, he hosts Henry Paulson and Timothy Geithner to talk about the US debt downgrade and the chances of a recession in the near future. They also discuss the Biden administration's China policy and whether there's a path to a stable relationship with Beijing. Then, President Clinton's Treasury Secretary Robert Rubin talks to Fareed about decision-making – and how a yellow legal pad can help us all weigh the risks and rewards. Plus, a special interview with iconic artist David Byrne who talks with Fareed about his latest Broadway musical. “Here Lies Love” tells the tale former First Lady of the Philippines Imelda Marcos … and her love of disco.To learn more about how CNN protects listener privacy, visit cnn.com/privacy
Janet Henry assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy. Disclaimer: Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
Janet Henry assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy. Disclaimer: Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
In the latest episode of Fixed Interests, Brian Coulton, Chief Economist, and Ed Parker, Global Head of Sovereigns Research, explore Fitch's new Global Economic Outlook report, covering China's recovery, central bank inflation concerns, and more.
Het economisch herstel na jaren van pandemie en de oorlog in Oekraïne is eindelijk op gang gekomen, en lijkt nog lang niet te stoppen. Dat is de conclusie van het Internationaal Monetair Fonds in hun Global Economic Outlook. En dat stemt macro-econoom Edin Mujagic meer dan tevreden. Daarnaast daalt de inflatie ook nog eens. 'Enerzijds door het statistische effect en anderzijds doordat de renteverhogingen die centrale banken sinds het voorjaar hebben doorgevoerd nu eindelijk grip beginnen te krijgen op geldontwaarding', duidt Mujagic. Dat betekent dat er voor het eerst in lange tijd sprake van een normale situatie. Volgens Mujagic is dat ook te herleiden uit de groeiramingen, waar de vrees nog niet zo lang geleden was dat er maar een paar landen zouden zijn die een recessie zouden ontlopen. Nu is dat precies andersom: 'In Europa zijn er welgeteld twee landen die een heel erg milde recessie zullen meemaken', vervolgt hij. 'Maar voor de rest is er overal sprake van groei.'See omnystudio.com/listener for privacy information.
The Asian Development Bank says China's rapid recovery has brightened regional and global economic outlook.
Further highlights from UBS's annual flagship event, the 23rd edition of which took place last month with the theme, ‘The Way Ahead'. UBS global chief economist Arend Kapteyn, chief European economist Reinhard Cluse, their US counterpart Jonathan Pingle and head of Asia economics Tao Wang discuss the global economic and policy outlook.
The engines of global growth are slowing and the number of households and businesses facing economic distress is rising. What does the future of growth look like and what policies are needed to stabilize the global economy? This is the full audio of the session at the World Economic Forum's Annual Meeting 2023 that you can watch here: Davos 2023: Global Economic Outlook: Is this the End of an Era? Speakers:Geoff Cutmore, Anchor, CNBC Kristalina Georgieva, Managing Director, International Monetary Fund Christine Lagarde, President, European Central Bank Bruno Le Maire, Minister of Economy, Finance and the Recovery and Industrial and Digital Sovereignty of France, Ministry of Economy, Finance and Industrial and Digital Sovereignty Kuroda Haruhiko, Governor, Bank of Japan Lawrence H. Summers, Charles W. Eliot University Professor, Harvard Kennedy School of Government Subscribe:Subscribe on any platform: https://pod.link/1574956552 Join the World Economic Forum Podcast Club Follow all the action from the World Economic Forum's Annual Meeting 2023 at wef.ch/wef23 and across social media using the hashtag #WEF23.
China's reopening, cooling inflation, improve economic forecast; Appeals court strikes down Johnson & Johnson's bankruptcy strategy over talc lawsuits; Boeing delivers final 747 jet; Federal Reserve policy meetings start To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Brian Coulton, Chief Economist and Ed Parker, Sovereigns Managing Director discuss the recessionary outlook in Europe and the US as inflation pressures broaden and central banks are forced to take tougher monetary policy actions.
In this episode, Uzair talks to Marcello Estevão, who is the Global Director of the World Bank Group's Macroeconomics, Trade and Investment Global Practice (MTI). Marcello shares his perspective about the global economic outlook, why inflation is here to stay for a while, and what countries like Pakistan can do to navigate this tricky period. Marcello leads a large team of country economists, macroeconomists, and fiscal policy, debt, and macro-modeling experts. He is responsible for overseeing the delivery of the global analytical work on macroeconomics, fiscal policy, and debt policy; for coordinating the strategic direction of MTI and implementing it; for helping to shape and oversee MTI's country/regional programs; and for mobilizing staff to work more effectively across Equitable Growth, Finance and Institutions (EFI) and other Global Practices. Reading Recommendations: - A River Runs Through It by Norman Maclean - The Old Man and the Sea by Ernest Hemingway - The General Theory of Employment, Interest, and Money by John Maynard Keynes Chapters: 0:00 Introduction 1:30 Where is the global economy today? 10:40 How do emerging markets navigate this? 16:40 Dealing with dollar debt 21:40 Will inflation come down soon? 27:05 Countries that have done well
The International Monetary Fund has issued a gloomy forecast for 2023, saying the "worst is yet to come" for the global economy. The IMF says more than a third of the world's economy will shrink in the year to come, including the US, the EU and China. We look at the detail with former IMF official Dr Ousmene Mandeng, who is now senior advisor at Accenture. The Bank of England has warned of a "material risk" to financial stability as it made a fresh emergency move to try to calm markets today. It has made multiple interventions in markets since the government's mini-budget spooked investors, announcing huge tax cuts without saying exactly how they would be funded. Fiona Cincotta from City Index gives us the reaction from the markets. Finland launches its 'Down a Degree' campaign, aimed at saving energy in the wake of rising prices linked to Russia's invasion of Ukraine. People and businesses are being urged to lower their thermostats, take shorter showers and visit the sauna less often. Jarmo Lehtola from the Finnish Sauna Association explains how the industry is reacting and explains the sauna's place in Finnish culture.
Sonali Basak, Bloomberg Wall Street reporter, discusses her Big Take story on global economic risks and bank earnings. Sameer Samana, Senior Global Market Strategist at Wells Fargo, talks about investing strategies amid various market pressures. Shaheen Contractor, Bloomberg Intelligence analyst on ESG and ETFs, joins us in studio to discuss ESG assets and outlook for 2022 and beyond. Per Regnarsson, CEO at ClimateRock, talks about going public and the sustainable energy industry. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
As populations in North America and Europe awaken to the Covid tyranny plan, China has reinstated draconian medical martial law with 400 MILLION under lockdown - all while the technocrats prepare new lockdowns for the West!Watch & share this BOMBSHELL broadcast that's loaded with exclusive intel globalists DO NOT want you to hear! https://www.infowars.com/posts/turnaround-people-are-fighting-back-for-their-rights-after-the-establishment-pushes-too-far/