China’s Q2 GDP was weaker than expected, but higher-frequency data shows a rebound. Can China close the gap between the growth forecast and the official target with the same approach to policy stimulus?

With GDP slowing and inflation above target, the risks for stagflation are rising. In this blog, we explore how real assets like gold and TIPS can help protect your portfolio.

Vietnam is becoming an increasingly attractive investment destination thanks to its sturdy GDP growth, strides in its high-tech manufacturing capabilities, and strong US ties.

Israel, celebrating its 75th Anniversary, remains positioned for sustained economic growth due to its demographics, GDP growth, thriving consumer discretionary sector, and cutting-edge technology.

Questions about China’s policy agenda overshadowed a stronger than expected GDP print. Mexico continues hiking despite signs of inflation peaking.

A lower-than-expected CPI report resulted in a dramatic rally in equities. Also contributing to stability was the resilience of US consumer spending and domestic GDP growth.

We believe the Brazilian market faces a favorable environment in 2024 due to factors such as continued rate cuts, GDP growth, and attractive valuations.

The growth backdrop for EMs is not as bad as in the fall, but improvements and GDP upgrades are still very cautious.

The Fed delivered a hawkish hike just as the Q2 GDP growth surprised massively to the downside. China’s growth forecasts are being cut again, but the Politburo is not too keen on massive stimulus.

U.S. markets swung due to economic shifts, with initial drops from inflation fears followed by recovery hopes of relaxed Fed policies. Despite setbacks like weak GDP and rising treasury yields, improved earnings and employment data drove optimism.