Global Economic Outlook

As we look to the second half of 2024, Macro Strategist Eoin O’Callaghan is watching  G7 governments’ continued excessive deficit spending  and the potential for it to fuel higher rates; Macro Strategist Juhi Dhawan is tracking the nuanced story of the  all-important US consumer , highlighting the notable divergence between consumers who are thriving and those who are just surviving; Macro Strategist Michael Medeiros is following the  starkly different policy agendas of Biden and Trump  in terms of how they may affect the supply side of the US economy; and Fixed Income Portfolio Manager Brij Khurana is looking at the root causes of higher inflation and  the policy path that is paving the way to the Fed’s target rate .

Vew the chapter here .