KLDW News and Press, Knowledge Leaders Developed World From 02/07/24

2024-02-07 19:18:00 ET Summary Global output growth accelerated for a third straight month in January, according to the S&P Global PMI surveys. Financial services reported by far the strongest expansion of the major industries tracked by the global PMI, fueled in turn by resur...

2024-02-07 18:15:00 ET Summary The worldwide PMI surveys compiled by S&P Global Market Intelligence indicated a further deterioration of global trade in December, thereby extending the sequence of decline to nearly 2 years. The seasonally adjusted PMI New Export Orders Index p...

2024-02-06 23:55:00 ET Summary There was considerable hand-wringing last year about the weakness in the US Dollar. The history in nominal US$, advanced, emerging reveals the US$ has strengthened since Putin and Xi gained control in their respective domains. We also see decline...

2024-01-31 04:28:00 ET Summary In Russell Investments’ factor portfolios, the Global Large Cap Growth, Momentum and Size factors outperformed the MSCI All-Country World Index during Q4, while the Global Large Cap Value and Low Volatility factors underperformed the index. The Gl...

2024-01-31 02:50:00 ET Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...

2024-01-24 09:45:00 ET Summary Market volatility can shake the resolve of even the most patient investors. While most low-volatility strategies can provide some measure of risk mitigation in down markets, many fall short during market rallies. An active approach focused on QSP...

2024-01-24 05:00:00 ET Summary Fiscal dominance is an economic condition that arises when debts and deficits are so high that monetary policy loses traction. EM central bank policy rates were consistently higher, and EM central banks were earlier to the latest global hiking cycle....

2024-01-20 02:05:00 ET Summary The improving news on inflation is paving the way for monetary policy pivots over the coming months. Global consumer price inflation forecasts for 2024-25 have been slightly reduced. We have revised down our forecast of US core Personal Con...

2024-01-19 01:45:00 ET Summary Rate cuts don’t happen in a vacuum - staying nimble with asset allocation can help investors adapt. Our research shows that rate-cut periods leading up to recessions have been the most challenging, though some assets have done well. Except...

2024-01-18 04:08:00 ET Summary Growth ran hot for most of 2023; although it’s now slowing, GDP should remain positive for 2024. When combined, a soft economic landing and rate cuts would provide the best of both worlds for financial markets. Disinflation is further alon...