Wednesday , 25 December 2024

Economic Overviews

The State of the Global Economy in 27 Charts

Goldman analysts Noah Weisberger and Aleksandar Timcenko are out with their July presentation on the state of the global economy...[and while] the charts paint a decidedly negative picture of the global economy...some of Goldman's proprietary indicators – including their Global Leading Indicator and the Swirlogram – suggest there may be bright spots.

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Coming Stock Market Collapse to Prompt $1Trillion QE in December

In the next 2-4 weeks I would not be surprised to see the S&P500 hit 1400/1450. In the ensuing 4 months (i.e. by the end of November), however, I expect global equity markets will fall by 20-25% from current levels and to trade at or below the lows of 2011! That would bring the S&P500 down to 1100/1000. That's not all. In December I expect the Fed will introduce a $1 Trillion QE. Words: 921

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