The article link below updates seven key charts worth watching in assessing the investment outlook. The key points are as follows:
Shares are at risk of a short term pull back and volatility will likely remain high on central bank and recession risks.
However, we remain reasonably upbeat on a 12-month view as falling inflation takes pressure off interest rates.
Seven key charts worth keeping an eye on remain: global business conditions PMIs; inflation and our Inflation Indicators; unemployment and underemployment; inflation expectations; earnings revisions; the gap between earnings yields and bond yields; and the US dollar. So far so good.
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