The second quarter of 2018 has officially kicked off, and it brings with it an environment
of synchronized global growth, rising inflation, higher volatility and more economic uncertainty.
Couple these forces
with synchronized global growth — which puts upward pressure on real estate prices and interest rates across the world — and it makes sense to lock in that attractive luxury property as soon as possible.
When you
see synchronized global growth combined with big earnings upside surprises from cyclical type companies, you're in the sweet spot of corporate growth.
Inflation has stepped into the spotlight this year: Upbeat and
more synchronized global growth has not prevented weak inflation readings in major economies.
As markets shift away from the recovery era of monetary accommodation
amid synchronized global growth, some investors may be wondering where potential opportunities can be found.
Early in the month, the U.S. ten - year bond was approaching 2.50 % as a result of further evidence
of synchronized global growth and some signs of a pick up in inflation..
Inflation has stepped into the spotlight this year: Upbeat and
more synchronized global growth has not prevented weak inflation readings in major economies.
However, less than midway through the year and some market participants are already spotting cracks in the notion of so -
called synchronized global growth, with some fearing that a whiff of stagflation is starting to permeate.
With synchronized global growth, improving employment numbers around the world, and a more confident consumer, these companies should be reaping the benefits of these trends, Cramer said.
China could interrupt
the synchronized global growth story by aggressively cracking down on excessive lending, Art Cashin says.
In early 2018 traders bet that
synchronized global growth would force the ECB to accelerate monetary policy normalization.
According to the Paris - based group,
synchronized global growth is finally within sight, with no major economy in contraction mode for the first time since 2008.
The gloomy outlook is a sea change from recent years, when stocks, bonds and other assets rallied in unison against the backdrop of easy money and
synchronized global growth.
We have
synchronized global growth, corporate profits are rising.
One risk would be the negative demographics of an aging population, which signals weak consumption, however the economy is heavily geared towards exports, which benefit from «
synchronized global growth».
With U.S. stocks having their best year since 2013, the strong performance was also seen in most of the major global equity markets — A rare tailwind that continues into 2018 is «
synchronized global growth».
Emerging markets offer higher real yields, supported by the catalyst of
synchronized global growth.