When will the next recession begin?

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A 2020 US recession “According to the June 11 business section of the USA Today, many experts say in 2020 for the United States. If it happens, it would be the

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22 Jun 2018

Robust world growth – not wage growth or trade tensions – cause of market correction

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The Fed put has a lower strike price “It was a common belief under former Federal Reserve (Fed) Chair Alan Greenspan that the Fed would rescue the stock market from

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28 May 2018

Fed speakers are optimistic ahead of the FOMC meeting, says Principal Global Investors

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Fed funds rate “The Federal Open Market Committee (FOMC) meets March 20 to March 21. The market expects the Federal Reserve (Fed) to raise the fed funds rate once to

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23 Mar 2018

When things are so good, they can’t get any better, they usually don’t: Principal on world economy  

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What happens after growth peaks? “A synchronized pick-up in global growth has been happening for some time. It started in early 2016 after the commodity rout ended, then gathered steam

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13 Mar 2018

Jerome Powell a “continuity candidate”, says Principal Global Investors 

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Meet the new boss “Two days after the actual Federal Open Market Committee (FOMC) meeting, President Trump officially nominated Jerome Powell to be the new Fed chair, replacing Janet Yellen

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14 Nov 2017

Making China great again 

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Principal Global Investors’ Chief Global Economist, Bob Baur, Ph.D., weighs in on the 19th National Congress of the Communist Party of China. President Xi Jinping’s opening session speech “In his three-and-a-half-hour, 32,000-word

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02 Nov 2017

Global expansion may have reached a self-sustaining velocity

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Clear signs that global expansion is on track The global economic recovery that began in early 2016 has reached a self-sustaining velocity. Momentum is likely peaking, but solid growth should

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10 Oct 2017

RBA policy suggests mining slump is over, says Principal Global Investors 

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Global economic engine is chugging along “The synchronised global economic expansion now underway is the latest in a series of transitions the world economy has recently experienced. In 2015, the world

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21 Sep 2017

“Like the Energiser Bunny, the global upturn just keeps on going,” says Principal Global Investors

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Principal Global Investors’ Chief Global Economist, Bob Baur, Ph.D., delves into the July meeting minutes from the Fed and ECB. Inflation, interest rates, and monetary policy “Officials at both the

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29 Aug 2017

Global growth is synchronised, broad-based and healthy, says Principal Global Investors

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Principal Global Investors’ Chief Global Economist, Bob Baur, Ph.D., details the growth expansion of four main economic areas, and how the rest of the world is being pulled along. Is

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17 Aug 2017