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| | | ... commenting on the result was Future Fund, chief investment officer Ben Samild said it was driven by strength in the US economy. "Once again, fears at the start of the year of a US and global economic downturn caused by rates that have been held high ... |
| | | | ... according to Zenith Investment Partners head of asset allocation Damien Hennessy. "Bond yields are rising because the US economy has been much stronger than expected, and the disinflation we have seen over the last 12 to 18 months in the US economy has ... |
| | | | ... inflation and unemployment levels, JPMorgan Chase chief executive Jamie Dimon is "cautiously pessimistic" about the US economy in 2025. Dimon said in a CBS interview that geopolitical tensions underpin his stance in the face of the US reporting GDP levels ... |
| | | | ... the level prevailing at the start of the year, fuelled by a gargantuan budget deficit - close to 7% of GDP - when the US economy is close to full capacity, he said. "That deficit means that the prospects of any meaningful decline in bond yields are looking ... |
| | | | ... conflicting signals and complex dynamics, in its 2025 economic outlook titled This is not a landing. Robeco said the US economy shows signs of continued resilience, despite cooling consumption. While other regions - particularly Europe and China - are ... |
| | | | ... long-term performance. "Listed equity markets rallied through much of the year, driven largely by the strength of the US economy," Arndt said. "The Future Fund benefitted from this and also experienced positive contributions from its alternatives, credit ... |
| | | | ... has avoided a recession in aggregate, on a per capita basis Australia is actually going backwards. By contrast, the US economy is doing well with a strong economy, inflation under control, and the US Federal Reserve cutting interest rates. Signs, Pearce ... |
| | | | ... expect the Fed to deliver two more 25 bps rate cuts this year, for a total of six cuts by next year." Boothe said the US economy is on good footing and improvements will flow through the start of 2025, but there are concerns inflation could rise again. ... |
| | | | ... purpose. Arndt also noted that equity markets rallied strongly over the year, thanks in large part to the strength of the US economy and expectations that US interest rates had peaked and would soon begin to fall. He added that private credit and alternatives ... |
| | | | ... in the US raised concerns of a potential US recession but said those concerns shouldn't be overblown just yet. "The US economy is slowing and we should expect weaker data going forward. While the so-called Sahm rule, which signals a recession when the ... |
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