Recession Watch 2022: global growth outlook + market moves
Here's 2 dozen charts that help give guidance on the outlook for growth, inflation, and markets
Hi there,
As a one-off departure from the Weekly S&P500 ChartStorm I wanted to share with you a presentation I delivered the other day outlining the global growth/inflation outlook (along with thoughts on implications for markets).
I know the timing is probably not the best: you probably have Fed-Fatigue by now, markets are a bit all over the place, and noise levels generally very high.
But in this video I help offer a bit of perspective by zooming out and assessing the key dynamics at play — with some 2 dozen charts and indicators (mostly forward-looking leading indicators) that show how some of the forces set in motion back in 2020 are now coming to their logical conclusion…
Here’s the video:
For some background, here’s a snapshot of what’s covered in the video:
And for those who are impatient, here is the conclusion slide - for your convenience:
Hope you find the presentation useful and interesting, by all means feel free to let me know if you have any thoughts/questions (either in the comments here or over on YouTube). It’s probably also a good way for your to get a glimpse at some of my day-to-day work (I’m not just some random dude randomly chucking S&P500 charts in an email in the weekends - there is some substance and thoughtfulness behind it all!)
But other than that, thanks for your attention, and stay tuned for the usual Weekly ChartStorm in the weekend!
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Best regards,
Callum Thomas
Head of Research & Founder at Topdown Charts
Twitter: https://twitter.com/Callum_Thomas
LinkedIn: https://www.linkedin.com/in/callum-thomas-4990063/
Sponsor Spot: my research firm, Topdown Charts, has a new entry-level service on Substack, which is designed to distill some of the key ideas/themes/charts from the institutional research service to provide the same high quality insights at a more accessible price and easily digestible format.
Give it a try and let me know what you think! :-)