KLDW News and Press, Knowledge Leaders Developed World From 04/12/23

2023-04-12 02:39:00 ET Summary Global inflationary pressures continued to moderate in March, though remained elevated by historical standards. Looking at what's reportedly driving selling prices higher, the most striking development in recent months is the extent to which energy-d...

2023-04-12 02:00:00 ET Summary An ongoing decline in demand for goods leaves the global economic recovery largely dependent on reviving service sector activity. India reported the fastest expansion and is continuing to enjoy its strongest growth spell for over a decade. Geogra...

2023-04-10 11:30:00 ET Summary We upped our overweight of inflation-linked bonds in March to quickly take advantage of the market pricing lower inflation - our new playbook in action. Bond yields rose after data showed a still-tight U.S. labor market. We think that keeps inflation...

2023-04-10 04:59:00 ET Summary The historically low correlation between equity and government bond returns is a cornerstone of modern investment strategy and the traditional 60%/40% model portfolio, based on the theory this split provides diversification benefits that can improve risk...

2023-04-09 23:56:00 ET Summary As the year progresses, the 2023 outlook has become murkier rather than clearer. The US economy significantly outperformed our expectations in 1Q. We expect policymakers in China to emphasize domestic drivers of demand in their efforts to boost g...

2023-04-06 15:21:00 ET Summary Global manufacturing output edged higher for a second successive month in March, according to the latest PMI surveys compiled by S&P Global. A key concern, however, is that inflows of new orders also fell for a ninth successive month in March. ...

2023-04-06 10:35:00 ET Summary Worldwide manufacturing input costs rose in March at the slowest rate for 32 months, according to the latest PMI survey data from S&P Global. Input costs are now even falling in some countries, notably Germany, Italy, the Czech Republic, the Neth...

2023-04-05 08:00:00 ET Summary Worldwide factory jobs growth ground almost to a halt in March. A key change in the job market in recent months has been a turnaround in the number of staff shortages reported. The number of companies reporting that higher staff costs exerted upw...

2023-04-05 07:56:00 ET Summary Global equities were volatile in the first quarter, as turmoil in the banking sector jolted markets. While swift regulatory action helped stem contagion, the crisis dented investor confidence in a fragile market environment and has sharpened awarenes...

2023-04-05 02:22:00 ET Summary Earnings expectations have weakened this year; however, we still expect lower earnings per share growth than consensus expectations. Profit margin changes are a key driver of earnings growth. We expect further margin weakness ahead. Our weak earn...