Key points
We are reasonably upbeat on the outlook for investment markets this year, but it won’t be smooth sailing and after a strong start to the year share markets are vulnerable to a further pull back in the short term given ongoing issues around inflation, interest rates, recession and geopolitics.
Seven key charts worth keeping an eye on remain: global business conditions PMIs; US inflation and our Pipeline Inflation Indicator; unemployment & underemployment; inflation expectations; earnings revisions; the gap between earnings yields and bond yields; and the US dollar.
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