22 May

Stock Market Returns & GDP Growth

Posted by hancockp Categories: Stock Market Economics GDP Emerging Markets IMF GMO

In my last article, I summarized the most recent World Economic Outlook from the IMF. In that report, IMF economists stated:The global recovery is expected to strengthen, led by advanced economies. Growth in emerging market and developing economies is expected to pick up only modestly.The gap between developed and emerging growth is expected to narrow, but for the most part, emerging economies are expected to have higher growth rates in the future. Some investors may infer that higher economic growth should translate to better equity market performance. There have been a number of studies on the correlation between…

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14 Apr

Growth Accelerating, Risks Remain

Posted by hancockp Categories: Economics Federal Reserve GDP Markets Monetary Policy

The International Monetary Fund released it’s bi-annual World Economic Outlook on April 8, 2014. Key takeaways from the report include:The global economy is gradually recovering from the 2008 debt crisis, but growth continues to remain below average and uneven across many countries.The IMF predicts global GDP growth of 3.6 percent in 2014 increasing to 3.9 percent in 2015.Risks to rising growth include low inflation, potential capital flow reversals, removal of central bank stimulus, and geopolitical uncertainties.United StatesGross domestic product (GDP) is defined as the market value of all officially recognized final goods and services within a country in a given year. GD…

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