Global Economic Outlook, May 2025: Tariffs Trigger Growth Downgrades and Policy Shifts
The unexpectedly severe “Liberation Day” tariffs—especially those targeting China—have significantly worsened global growth prospects. The global GDP forecast has been revised down to 2.3% for 2025, with the risk of a technical global recession now elevated. Countries with strong trade...
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A light Calendar and uncertain economic condition
Global markets faced heightened volatility last week as President Trump’s sweeping “Liberation Day” tariffs triggered a 34% Chinese retaliation and EU countermeasures (excluding Hungary). The S&P 500 saw six straight sessions of 4.9% swings, while the VIX surged past 45....
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Earnings and Central Banks: Markets Navigate a Volatile Week
Global equities edged higher on Friday, wrapping up a turbulent week marked by trade tensions and economic uncertainty. The ongoing trade war between the U.S. and China created significant doubts about the health of the global economy. Markets were rattled...
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A Light Week Ahead with U.S. Inflation in Focus
Markets continue to respond to rising trade tensions, particularly around potential reciprocal tariffs between the U.S. and key trading partners. These tensions have heightened expectations for Federal Reserve rate cuts, leading to a decline in Treasury yields. Tariff concerns also...
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Global Economic Outlook – April 2025
Overall Global Economic Outlook As we enter April 2025, the global economic landscape is marked by modest growth, persistent inflationary pressures, and heightened policy uncertainties. Divergent trends across major economies underscore the complex environment facing policymakers and investors. The Trump...
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