Coronavirus – U.S. Infections Outlook
Coronavirus – U.S. Infections Outlook U.S. infections are expected to peak by mid-August. Image: Gavekal, Macrobond
Coronavirus – U.S. Infections Outlook U.S. infections are expected to peak by mid-August. Image: Gavekal, Macrobond
World GDP – OECD Global Economic Outlook According to the OECD, the coronavirus crisis means no V-shaped recovery, as the consequences will be severe and long-lasting. Image: Organisation for Economic Co-operation & Development
Small Businesses Very Bearish about the Economic Outlook 40% of small businesses expect a recovery sometime in 2021, and 19% between 2022-2024. Image: Deutsche Bank Global Research
Global Real GDP – Latest World Economic Outlook Growth Projections This table suggests the coronavirus pandemic impact on growth across all regions. Image: International Monetary Fund
Outlook 2020: S&P 500 Target, GDP Growth Estimate and 10-Year U.S. Treasury Yield LPL expects 1.75% U.S. GDP growth in 2020. The S&P 500 Index fair value target range is 3,200–3,300 by year-end 2020, and the 10-year U.S. Treasury yield target range is 2-2.25%. Image: LPL Research
Global GDP Growth Outlook vs. Consensus SocGen remains below the consensus forecasts and expects a mild recession around mid-2020 in the U.S. and a projected U.S. GDP of 0.7%. Image: Societe Generale Cross Asset Research
Global Growth Outlook (Global GDP) Goldman Sachs is optimistic and expects global growth to rise to 3.4% in 2020. Image: Goldman Sachs Global Investment Research
Philadelphia Fed Business Outlook Survey Leads U.S. Real GDP Growth Chart suggesting that the Philadelphia Fed business outlook survey leads U.S. real GDP by 3 months. Image: Morgan Stanley Research
Outlook for Portfolio Returns Over the Next 10 Years Chart suggesting anemic returns over the next 10 years, due to low yields, low growth and low inflation expectations. Image: Morgan Stanley Research
Upside and Downside Risks to the Growth Outlook – SG White & Black Swan Chart The SG swan chart shows upside and downside risks to growth forecasts on a one-year horizon. Image: Societe Generale Cross Asset Research
Global GDP Growth Outlook – Trade Tensions vs. Policy Easing The escalation of trade tensions is a risk to the global economy outlook. Image: Morgan Stanley Research