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USA remains the locomotive of the global economy
Although US GDP grew at an annualised rate of just 2.3% over the last three months of last year, domestic consumption once again stood out, posting a 4.2% increase, note Guy Wagner and his team in their latest monthly market report "Highlights".
Perspectives 1/2025
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the Perspectives issue for the first half of 2025.
Sébastien Gandon is Banque de Luxembourg Investments’ new Client Portfolio Manager
BLI - Banque de Luxembourg Investments announces the recruitment of Sébastien Gandon as Client Portfolio Manager. As a representative of the fund management teams, he will play a central role in BLI’s development and the support of its distributors.
Global growth depends strongly on the spending habits of American households
On the eve of Donald Trump's inauguration as the 47th President of the United States, global growth is more dependent than ever on the spending habits of American households, note Guy Wagner and his team in their latest monthly market report.
The divide between a robust US economy and a faltering world economy continues
In the US, activity indices in the service sector continued to improve last month, reaching levels similar to those at the end of the pandemic boom in 2022, note Guy Wagner and his team in their latest monthly market report "Highlights".
Perspectives Q4/2024
Every quarter, our fund managers analyse trends in the global economy and financial markets. Read their views on the fourth quarter of 2024.
The US consumer is once again the strong link in a generally weak global economy
In the second quarter, the American consumer was once again the strong link in a generally weak global economy, note Guy Wagner and his team in their latest monthly market report "Highlights".
Perspectives Q3/2024
Every quarter, our fund managers analyse trends in the global economy and financial markets. Read their views on the third quarter of 2024.
The global economy continues to grow at a sluggish pace
In the US, pockets of weakness are emerging here and there, but are not yet spreading systematically. For example, the recent slowdown in consumer spending is primarily affecting low-income households.
Increasing signs of a slowdown in the US economy
Global economic growth remains low. Even if the lead in economic growth in absolute terms still lies on the other side of the Atlantic, the dynamics between the European and US economies now appear to be diverging.