Global economic fragilities are getting deeper into the financial markets. It is becoming clear that inflation will stay elevated and central banks will continue to hike interest rates until year-end.
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According to the September issue of The Economist, we are witnessing several warning signs, such as Russia's war on Ukraine, the uneven recovery from the pandemic, a drought, high inflation, supply disruptions and enormous uncertainty about Europe's economic future. Amid the confusion, there is broad agreement on one thing: a recession is coming.
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Entering H2 of 2022, all eyes are on global macroeconomic outlook. Food and energy prices are rising and so is the inflation rate. What can we expect from the global macroeconomic?
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Can recession take care of inflation?
Rate hikes expectation in the coming months | Year-end call
Oil Market Prices Pivot…
The recession has arrived in many economies, including in the USA, after knocking on the doors since April 2022. According to Bank of America - the coming recession has been mostly priced in the lows on June 16.
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The global macro economy finds it challenging to attain stability as many unfamiliar variables are active. At the same time, stagflation, recession, and inflation become market buzzwords.
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The alchemy of financial markets has changed dramatically in the last 15 years. The global economy remains volatile amid financial fragilities and equity and bond markets.
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The global economy is moving into fragility, and we will witness a lot of shocks in the markets in the remaining three quaters.
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Global economic recovery looks uncertain and fragile. The markets are still under pressure as FED maintains a hawkish stance raising rates to curb inflation.
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The markets are whistling past the graveyard and investors are misreading the markets again. The geopolitical risk that emerges after the Russian and Ukrainian conflict has further deepened uncertainty in the market, leading to nervous investors.
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كان عام 2021 سنه لم يسبق لها مثيل بالنسبة لأسواق الإسكان الأسترالية ، ولكن من المرجح أن يشهد عام 2022 مزيدًا من التيسير في وتيرة مكاسب رأس المال. مع إعادة فتح الحدود الدولية ، سيكون هناك تدفق في الطلب على الإيجارات وشراء المنازل ، خاصة تأجير المدن التي تقع في ضواحي المدينه، والتي تحظى بشعبية…