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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
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!
Head of Research & Founder at Topdown Charts
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! :-)