By the end of March 2026 India will overtake Japan to become the world’s fourth-largest economy. But the country falls short on many other measures https://t.co/TMU9khZUvx ...

They can do that too. India is the fastest growing large economy in the world over the last ten years.But domestic growth actually means *more* emigration, in the early stages. That’s because very poor countries don’t send anyone abroad, but as a country rises, its emerging middle class gains the ability to afford travel, see the world, and perhaps grow even faster than their home country.During Britain’s rise, Britons didn’t just stay at home, but went round the world. After the Meiji Restoration, Japan se ...

Indonesia has an unhealthy attachment to implausible GDP targets, says @Moss_Eco. What's wrong with 5% growth? (via @opinion) https://t.co/kSFxZNLrS3 ...

We have some news in Washington that we may be getting close to the end of the shutdown, which would release data. But just in case that doesn't happen. Based on what you know now, what do you think about the economy.Mike, good morning. Great to be here. I see an economy that is has been pretty resilient, where growth has been roughly around potential around 1.8% for four this year in spite of a lot of uncertainty. I see a labor market that has been around full employment is around, full employment with has ...

We have some news in Washington that we may be getting close to the end of the shutdown, which would release data. But just in case that doesn't happen. Based on what you know now, what do you think about the economy.Mike, good morning. Great to be here. I see an economy that is has been pretty resilient, where growth has been roughly around potential around 1.8% for four this year in spite of a lot of uncertainty. I see a labor market that has been around full employment is around, full employment with has ...

此前美国国家经济委员会主任哈赛特称，如果政府继续停摆，美国第四季GDP可能出现负增长。美国政府停摆对经济的影响远比预期严重，但一旦停摆结束，经济可能会迅速反弹。 ...

Vietnam’s economy must grow at least 8.4% in the final quarter of the year if the nation is to meet the government’s 2025 target of more than 8% expansion, Prime Minister Pham Minh Chinh said Saturday https://t.co/FvOEFO9d22 ...

Just a year in as Indonesia’s president, Prabowo Subianto has faced waning popularity and setbacks to his campaign promises of economic growth and social change. Now he and his sidemen are raiding what kitties they can https://t.co/06neoNIfVm ...

Economic Conditions - The equity markets are experiencing a recovery based on hopes that a government shutdown may end soon, although the situation remains at a stalemate [1] - Economic indicators such as ADP numbers have shown flat growth over the last three months, and there has been a significant increase in layoffs, indicating a halt in the job market [2][3] - The relative price performance of cyclical sectors in the S&P 500 has fallen to its lowest levels in 35 years since the government shutdown, suggesting continued weakening economic conditions [5] Inflation and Market Signals - The relative price of material stocks has plummeted since the shutdown, indicating a strong correlation with CPI inflation, and inflation-sensitive stock prices have also declined [6] - Market signals suggest a continued weakening trend since the shutdown, with expectations that the Federal Reserve will continue easing policies well into 2026 as inflation subsides [7] Investment Strategies - The current economic slowdown is expected to prompt broad easing from both monetary and fiscal authorities, which is already reflected in lower short rates, bond yields, and a weaker dollar [9] - There are signs of better performance in high beta stocks, small caps, micro caps, and international stocks, indicating potential leadership in these areas due to policy changes [10][11]

Market Outlook & Economic Trends - Market reflects anticipation of a negotiated resolution to the government shutdown in the coming weeks [3] - Weak economic data suggests the Federal Reserve will likely implement a rate cut in December [3] - Cyclical sectors of the S&P 500 have experienced a significant collapse in relative price, nearing 35-year lows, indicating weakening economic conditions since the government shutdown [5] - Material stocks have plummeted since the shutdown, correlating with CPI inflation [6] - The economy is expected to slow, leading to broad easing from both monetary and fiscal authorities [9] Investment Strategy & Market Performance - Lower rates on short rates, lower bond yields, and a weaker dollar have been observed this year, alongside faster money growth [9] - High beta stocks, small-cap and micro-cap stocks, and international stocks are showing better results, reflecting policy changes [10] - Leadership is expected to emerge in high beta, small-cap, micro-cap, and international stocks [11] Economic Indicators & Concerns - ADP numbers are flat over the last 3 months [2] - Challenger layoffs have surged recently [3] - Consumer confidence is declining significantly [3]