global economy

Search documents
X @The Wall Street Journal
The Wall Street Journal· 2025-07-19 01:27
Trump’s threat to attempt to fire the Fed chair has raised a potentially unanswerable question: What would the global economy look like without an independent U.S. central bank? https://t.co/YNxOPVUq9g ...
X @Bloomberg
Bloomberg· 2025-07-18 09:36
"We see these tariffs as self-defeating and an act of economic self-harm."Australian Treasurer Jim Chalmers tells @ocrook he is concerned about the effect of US tariffs on the global economy https://t.co/qgrPVhNwOJ https://t.co/4rwadzR6lq ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-18 02:44
Trump’s threat to attempt to fire the Fed chair has raised a potentially unanswerable question: What would the global economy look like without an independent U.S. central bank? https://t.co/mT98VZTbmH ...
Top UN trade official on tariffs and what's next for the global economy
CNBC Television· 2025-07-16 18:20
Economic Impact - UNCTAD 秘书长 Rebeca Grynspan 讨论了如果特朗普总统实施最高关税,全球经济可能遭受的损害 [1]
Mohamed El-Erian talks US trade policy fallout, market uncertainty, bitcoin surges above $123,000
Yahoo Finance· 2025-07-14 15:27
Global Economic Outlook - The US is behaving like a developing nation, exhibiting core market correlations more common in developing countries, such as currency weakening despite rising yields and the breakdown of negative correlations between bonds and equities [4] - The market initially had an 80% probability of a "Reagan moment" but fluctuated to below 50% by early April, and is now around 70%, indicating uncertainty about whether the US will experience a positive transformation or stagflation and recession [6] - There's a 50/50 chance of either "globalization light" or total fragmentation, with the outcome depending on how other countries react [6] Market and Corporate Reactions - The market views US corporations as strong with good balance sheets and innovations, and believes the US is escalating trade tensions to de-escalate, expecting either deadline extensions or favorable outcomes from negotiations by August 1st [8][9] - CEOs are generally in a "wait and see" mode, postponing major investment plans due to uncertainty about tariffs (e g, whether they will be 30% or 10%, volatile or fixed), impacting supply chains and market strategies [11][12] - Financial markets have adapted to the idea that deadlines will be pushed back, but the ultimate destination of trade policies remains unknown [14][15] Trade and Geopolitical Risks - Mexico was surprised by the potential 30% tariff, indicating that countries not currently in focus could quickly become targets [20] - China is not out of the woods regarding tariff issues and is no longer a locomotive of global growth, with concerns that it may start dumping exports, especially on the European Union, causing trade tensions [21][22] - The EU is preparing a response to US tariff threats and may seek alliances with other countries [23] Investment Strategies - European financial markets have outperformed US markets in the first quarter by 17 percentage points, benefiting from an excessive overweighting of US assets at the start of the year [26] - For Europe to continue outperforming, it needs to attract capital back, which it hasn't been doing sufficiently [27] - Companies are considering "C plus many" or "many" strategies for supply chains, reducing reliance on China and increasing resilience, which involves rewiring supply chains and is time-consuming and expensive [18]
X @Bloomberg
Bloomberg· 2025-07-12 09:16
Global Economy Overview - The report provides a chart-based overview of the global economy's performance [1] Data Source - The data is visualized in charts [1]
X @Bloomberg
Bloomberg· 2025-07-05 20:06
The global economy, beset with uncertainty over Donald Trump’s on-again-off-again tariffs, will get more clarity in the coming week https://t.co/zLxnAz2uzw ...
How oil price volatility can affect the global economy.
Yahoo Finance· 2025-06-22 17:30
Inflation & Consumer Impact - Sustained oil price increases could pressure inflation, potentially impacting gas prices and consumer spending [1] - Historically, oil price spikes often coincide with broader economic pressures, leading to a rollover in prices and growth [2] Oil Market Dynamics - The global oil supply environment currently favors downward price pressure [3] - Oil prices were already relatively low before potential increases [3] - The impact of a sustained increase may differ from events like the Russia-Ukraine situation in 2022, when oil prices were higher [3] Monetary Policy - Oil price increases could dent economic growth, potentially decelerating the labor market and prompting the Federal Reserve (Fed) to cut rates more quickly [2]
Iran-Israel conflict will slow global economy and limit policy flexibility, says Allianz' El-Erian
CNBC Television· 2025-06-13 20:27
Economic Outlook - The analysis suggests an acceleration of the ongoing slowdown in the global economy [2] - Policy flexibility, including that of the Federal Reserve, will be further limited [2] - Companies are reminded of the uncertainty in supply chains [2] US Treasury and Dollar - The role of US Treasuries in the global system is being eroded [2] - The world is overweight US Treasuries and the dollar, leading to reduced appetite for further accumulation [4] - There is no readily available substitute for the dollar, making the reduction in dependence a slow and gradual process [5][8] US Exceptionalism and Policy - The analysis indicates a loss of US exceptionalism and policy unpredictability [7] - Foreign investors are distinguishing between the sovereign side and the high-quality corporate side, showing less concern for the latter [8]