The winds of change are blowing around the globe.
74 countries representing half of the world’s population held national elections last year.
Many of them — including the US — saw a replacement of the ruling incumbent by the opposition, often one promising a more nationalistic agenda.
With so many new leaders and their accompanying new policies, what is the outlook for the global economy and financial markets in 2025?
To discuss, we have the great fortune of speaking today with Richard Koo, Chief Economist at the Nomura Research Institute as well as author of numerous best-selling books on economics.Here is a direct video link.
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Cory’s Chart Corner
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Maybe it is different, but the decline in breadth is playing out as it did during the Tech-wreck why, because humans are involved. Same ol'e crazy!
h/t @MauiBoyMacro
“.. equity market breadth has narrowed in recent weeks to one of its lowest levels on record. The S&P 500 has rallied by 14% from its low in late March and now trades at a new record high. However, the median S&P 500 constituent remains 13% below its respective high.” 👇🏼
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