Market Outlook

Hear Joe Davis’s take on what’s ahead in 2023 for the economy and financial markets. Inflation is abating, but at what cost? Our comprehensive outlook has further details

By: Vanguard Research https://vgi.vg/3WDpTqj Vanguard economic and market outlook for 2023:Beating back inflation● Generationally high inflation has led to a marked slowing in global economic activity.Rapid monetary tightening aimed at bringing down inflation will ultimately succeed,but at a cost of a global recession in 2023.● Current and...

Stagflationary global debt crisis looms – and things will get much worse

Nouriel Roubini There is ample reason to fear big economies such as the US face recession and financial turmoil Equity markets are likely to move deeper into bear territory. Photograph: Justin Lane/EPA Thu 30 Jun 2022 07.00 BST The global financial and economic outlook for the year ahead has soured...

The Current Moment and the Changing World Order | Ray Dalio

Reducing Inflation Will Come at a Great Cost: Stagflation

RAY DALIO https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio/?trackingId=Zojm0ew9Q9evzqGxxDySjg%3D%3D ...

A Stagflationary Debt Crisis Looms

Jun 29, 2022NOURIEL ROUBINI There is ample reason to worry that major economies like the United States are heading for a recession, accompanied by cascading financial turmoil. Some of the worst elements of both the 1970s and the 2008 crash are now in play, with equity...

Don’t Bet on a Soft Landing

PROJECT SYNDICATE May 26, 2022 NOURIEL ROUBINI With “Team Persistent” having clearly prevailed over “Team Transitory” in the debate over the nature of today’s surging inflation, the question now is whether prices can be tamed without also causing a recession. The historical evidence suggests not, leaving...

Russia’s War and the Global Economy

Feb 25, 2022NOURIEL ROUBINI It is tempting to think that the war in Ukraine will have only a minor economic and financial impact globally, given that Russia represents merely 3% of the world economy. But policymakers and financial analysts need to avoid such wishful thinking. NEW YORK...