Markets Stop, Drop, Roll…And Rebound
SEI gives a breakdown of important factors and events that have helped to shape US economic standing for the first-quarter of the year:
- Despite the dramatic equity market selloff (and recovery), one of our bedrock assumptions is that a global recession remains unlikely.
- Another bedrock assumption is that central-bank policy will remain expansionary–even in the U.S.
- We expect growth to grind higher, led by advanced and commodity-consuming emerging markets.
Read the summary here or the extensive full report here.
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