Insights

  • Global Outlook, Spring 2022: Update

    11 May 2022

    Market pricing regarding the US interest rate outlook has moved closer to the mean path we set out in our Global Outlook, Spring 2022 Equity markets have fallen sharply since late March, as we warned they might, with the S&P500 now close to the bottom of our already bearish fan chart Just as investors have shifted towards our most recent assessment of the US interest rate outlook, we find ourselves asking whether significant downside risks to growth in many major...

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