Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments.
Our View: Growth in the US and other advanced economies will disappoint, keeping pressure on “risky” assets but favouring “safe” ones. But when the economic environment improves, “riskier” assets will rebound, with equities further boosted by enthusiasm about AI. And both DM and EM government bond yields will fall as global central banks’ loosening cycles broaden – aided by declining inflation.
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