2019 Midyear Global Outlook — Trade in the balance
Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?
Market Perspectives cover broader issues, including the global economy, market environment or sector overviews.
Trade talks between the U.S. and China have stalled. Ivy believes a near-term deal is still in the cards, but a prolonged stalemate heightens the possibility of recession.
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The global economy was sluggish through the first quarter of 2019. Get Ivy's view on key issues that have slowed growth and the possibility of a rebound later in the year.
Fed Chairman Jerome Powell made it clear during his recent testimony that the Fed is not changing its guidance in the near term. Ivy continues to believe the Fed will take a ‘wait and see’ approach due to a great deal of uncertainty regarding trade and economic growth.
China was under tremendous pressure during the past year from fears of a slowing economy and the impact of the U.S. trade dispute. Global Economist Derek Hamilton traveled widely through China to understand the current situation, and analyzes the challenges and potential policy responses.