Federal Reserve Chairman Jerome Powell will participate in a moderated panel at the National Association for Business Economics Global Economy conference in Philadelphia. He is expected to begin speaking at 12:20 pm ET. We'll carry it live. ...

Market Trends - Gold rally is assisting China in reducing reliance on the US [1]

Core Insights - The global economy is performing better than anticipated despite significant shocks, but the resilience may not be sustainable, according to Kristalina Georgieva, Managing Director of the IMF [1][3] - Gold prices have surged to $4,000 an ounce, indicating investor concerns over a weaker dollar and geopolitical uncertainties [1] - The IMF forecasts a 3% growth for the global economy this year, attributing this to decisive economic policies, private sector adaptation, and less severe impacts from tariffs than initially feared [3] Economic Policies and Tariffs - Georgieva highlighted that the full effects of President Trump's tariffs are yet to be realized, with potential implications for inflation and monetary policy in the US [4][10] - The tariffs have created global uncertainty, affecting trade frameworks with countries like the UK and Vietnam [5] - There is a risk of additional tariff hikes due to a surplus of goods that were initially intended for the US market [6] Youth Discontent and Global Protests - There is a growing trend of youth discontent globally, with young people demanding better opportunities as they face a future of potentially lower earnings than their parents [7] - This discontent is manifesting in protests across various cities worldwide, indicating a significant socio-economic challenge [7] US Federal Debt Concerns - The US federal debt has escalated dramatically, from $380 billion in 1925 to $37.64 trillion in 2025, raising concerns about fiscal sustainability [8] - The Congressional Budget Office projects that Trump's tax and spending policies will add $3.4 trillion to the national debt by 2034 [8]

The International Monetary Fund raising the curtain on their 2025 annual meetings kicking off next week, outlining expectations for the global economy amid quote exceptionally high uncertainty. Joining us here first on CNBC is IMF managing director Cristina Gorgva. Madame MD, welcome back.It's nice to have you. >> Great to be with you. >> So, it sounds like you're saying the global economy, here's how you you characterize it, better than feared, but worse than we need.I I've been really eager to ask you par ...

What happened to the global economy this week — in charts https://t.co/lWoSwBCubo ...

If the global economy is to keep growing meaningfully as the number of workers stops rising, the pace of innovation will need to stay high. Talent will become even more vital as the engine of progress https://t.co/TJV2bmkK00 ...

Core Insights - The year 2025 has demonstrated that change is the only constant in the global economy, presenting both challenges and opportunities for companies that can adapt to these shifts [1] Group 1 - Companies that leverage the changing dynamics of the global economy may find significant opportunities for growth and innovation [1]

Economic Outlook - The OECD projects a less sharp slowdown for the U S and global economies this year than previously anticipated [1] - Economic momentum is expected to further decrease in 2026 [1]

Economic Growth Forecast - The U.S. economy is projected to grow by 1.8% in the current year and 1.5% in the following year [1] - The global economy is expected to grow by 3.2% this year [1]

Market Outlook & Strategy - The market anticipates three rate cuts, which differs from the potential of a one-time cut, impacting market highs [6] - Economic data holding steady is positive for stocks, leading to a steeper curve and growth [2] - Focus on interest rate-sensitive sectors and mega-cap growth stocks for continued outperformance [4][5] - Low rate volatility, lower dollar volatility, and lower oil prices are conducive to buying risk assets globally [15] Economic Indicators & Concerns - Labor market weakening is a key factor influencing potential interest rate cuts [4] - A bifurcated economy exists where the stock market performs well, but challenges remain for new graduates and the working class [8] - Consumer strength, especially among lower-end and younger consumers, is crucial for a healthier bull market [10] Global Trade & China - Optimistic China trade news signals the worst is behind us, providing clarity for companies to plan costs [11][12] - Peak aggregate rates are expected to be 30%, allowing companies to better judge costs and plan [12] - China's economy may be performing worse than its stock market, similar to the US labor situation [13]