Rondure Global's Geritz:Two economies hold up...

Jeff Mortimer, chief investment officer at Elyxium Wealth, says he continues to lean into market weakness and is comfortable with heightened volatility, but he says the strong earnings that are under-pinning the market will keep most downturns looking like buying opportunities. " ...  Show more

Ed Clissold, chief US strategist at Ned Davis Research, says that economic indicators continue to look fine, but that growth is now driven by artificial-intelligence capital spending and wealth-effect spending by consumers who have benefitted from the rising market, which means t ...  Show more

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ...  Show more

Strong economic data out of the US highlighting the country’s resilience contrasts with an increasingly worrying picture in China and economic woes in Europe. Carsten Menke, Head of Next Generation Research, provides an update on industrial metals in the context of development ...

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China econom ...  Show more

As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets? ...