Vladimir Legaspi on LinkedIn: Independent. Thought provoking. Since 1979. (2024)

LONGER-TERM PROSPECTS FOR GROWTH AND INFLATION NEITHER UNFAVOURABLE NOR FAVOURABLEUntil 2021, weakening growth and falling asset prices meant that central banks had to and could quickly come to the rescue. This is now different. In this report, we explain why and whether central banks are now in trouble if the global economy slows down substantially and financial markets get clobbered. #markets #economy2023 #economy #growth #banks #inflation #macro #macroeconomics Global Financial Markets Report - DM me for Free Copywww.ecrresearch.com

5

In this Bloomberg article, our Fathom Risk-Off Gauge (FROG) provides macro insights currently signaling market stability. Read more here: https://lnkd.in/gvUSR_sF #FathomMarkets #Macroeconomics

Get ready for the wild ride in the market predictions game! 🎢 @Argus combines years of sleuthing to decode the supply-demand dance, global politics impact, and trade rules chaos. Strategize smartly with Argus Media: https://okt.to/aZ6YzF#forecasts #MarketOutlook #commodities #MarketResearch #Markets

3

1 Comment

As the month draws to a close, we wanted to resurface a few high-impact macro Insights that drew engagement from our network this time last year.Our Insight Providers have kindly agreed to remove the paywall on these Insights, so you can now read these in full and uncover how their theses played out.1) Crisis, What Crisis! – The Drivers of Global Liquidity and What to Watch Out For?"Global Liquidity is key for the asset market outlook. It is facing challenges, but we expect Liquidity to rise in 2023. Yet, many are worried by Crisis risk. Hence watch the MOVE and RRP for clues."— by Michael J. Howell (Read in full: on.skr.ma/49hvZSZ)2) Macro Watch: The Banking Crisis Is Likely to Accelerate in Coming Weeks"The banking crisis will continue to rage until the Fed and the ECB accept the underlying reason for the deposit flight. Banks cannot cope with an inverted yield curve, why cuts are needed ASAP."— by Andreas Steno (Read in full: on.skr.ma/49enurF)3) This Is China’s Successor in Global Manufacturing"‘The Asian Tigers’ are waking up to a new reality where the work force is shrinking drastically. Who's most likely to take over from China as the world's labour hub?"— by Mikkel Rosenvold (Read in full: on.skr.ma/49envvJ)4) China’s Reopening: Nuanced Implications Domestically and for the Global Economy"China's reopening has nuanced implications, domestically and externally. Technology and real estate will receive government support. Rising commodity prices could pose problems for global inflation."— by Said Desaque (Read in full: on.skr.ma/49hOdDI)5) Silicon Valley Bank a Stern Reminder but No Cause for Panic in Asia"Events surrounding the collapse of Silicon Valley Bank yields important lessons for Asia, but should not be a cause of major economic damage."— by Manu Bhaskaran (Read in full: on.skr.ma/3xlLiwu)6) An Event Study of the Fed's Reaction Function"During these times of uncertainty, what matters more is the Fed’s reaction function to financial crises. We have conducted an event study of how the Fed has reacted to shocks and crises in the past."— by Cam Hui (Read in full: on.skr.ma/3TEisiE)7) ECB: Delivering the Required Hikes"The ECB delivered another 50bps rate hike, as promised in February. SVB's broadly irrelevant failure did not break the ECB's focus. We forecast 25bp deposit rate hikes in May and June to a 3.5% peak."— by Phil Rush (Read in full: on.skr.ma/49dHnPU)

3

Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.https://bit.ly/3YOAAbR

Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.https://bit.ly/3YOAAbR

Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.https://bit.ly/3YOAAbR

Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets “under surveillance” as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.https://bit.ly/3YOAAbR

3

BDC study on major consumer trends is now available! In this report, we analyze the impact of rising prices, geopolitical tensions and the transition in societal values and beliefs. Downloaded it right here:

5

BDC study on major consumer trends is now available! In this report, we analyze the impact of rising prices, geopolitical tensions and the transition in societal values and beliefs. Downloaded it right here: