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Three Investing Implications of an Uneven Global Economy
September 18, 2014 at 19:00 PM EDT
As last week’s non-farm payroll report illustrated, the recovery – both in and outside the United States – remains a grudging, disappointing one. That said, it’s still a recovery, albeit an uneven one. Economic growth is strengthening in some parts of the world, while it’s slipping in others. In other words, as I mentioned in a post earlier this week, the major trend in the global economy is one of increasing divergence, rather than slower growth, and the uneven nature of the recovery is an important development for investors. It’s already influencing currency and bond markets. And depending upon the future path of monetary policy in Europe and Japan, it could significantly impact equities as well. Here’s a closer look at the three investing implications of diverging growth. A stronger dollar. With U.S. growth on the rise while Europe is stalling and Japan is struggling with the negative effects of […] Click here to read the original article on ETFdb.com. Related Posts: No Related Posts
As last week’s non-farm payroll report illustrated, the recovery – both in and outside the United States – remains a grudging, disappointing one. That said, it’s still a recovery, albeit an uneven one. Economic growth is strengthening in some parts of the world, while it’s slipping in others. In other words, as I mentioned in a post earlier this week, the major trend in the global economy is one of increasing divergence, rather than slower growth, and the uneven nature of the recovery is an important development for investors. It’s already influencing currency and bond markets. And depending upon the future path of monetary policy in Europe and Japan, it could significantly impact equities as well. Here’s a closer look at the three investing implications of diverging growth. A stronger dollar. With U.S. growth on the rise while Europe is stalling and Japan is struggling with the negative effects of […]
