From Blue To Red
US policy decisions have continued to generate volatility in financial markets, reflecting mounting investor unease about the global economic outlook. Consensus forecasts for growth in 2025 have certainly been revised down significantly, while inflation expectations—particularly in the US—have moved higher. In our charts this week we focus on:
Consensus growth forecasts
Consensus inflation forecasts
Financial market volatility
US business sentiment
Global shipping costs
China's real estate sector
The skinny
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