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The Biggest Hurdle for Global Equity Markets
The global economy outside of the U.S. is clearly slowing. For its part, the U.S. has also delivered modest GDP growth in 2019, but it is showing fewer signs of cracking than the rest of the world, in our view. It follows that the biggest hurdle for global equity markets is whether or not non-U.S. economies can stage a growth comeback in 2020, even if just a small one. Policy prescriptions at major central banks may provide some support, but cyclical forces need to come into play as well for growth to be sustainable. In this report, we’ll take a closer look at what’s at stake on the global stage.
All told, our outlook for growth and stock market performance in 2020 remains modestly positive, with distinct potential for positive and negative surprises. Many factors are hanging in the balance. Among them, a few possible ‘bull market catalysts’ that investors will want to watch for.
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