Videos & Podcasts

Macro Matters

Soft patch in the soft landing?

As at 5 July 2024

In this video Gavyn Davies, Executive Chairman and Co-founder and Andy Bevan, Partner and Economic Advisor discuss:

  • Signs of a potential slowdown are emerging in the US and Europe
  • In the US, the housing and consumer sectors raise concerns but our Nowcast shows only a modest slowdown in GDP growth
  • The labour market in the US remains robust but will be a key focus for the Fed
  • France and Germany are experiencing weakening activity, possibly influenced by election uncertainty in the former
  • The auto sector continues to be a drag on the German economy
Play Video Play Video

This content is provided for informational purposes and is directed at an investor as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investor with an equivalent status as defined by your local jurisdiction. It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.

FC621 050724

Share this article

Share on facebook
Share on twitter
Share on linkedin
Share on whatsapp
Share on email
Your privacy

Cookies are data files that are stored on your computer or other smart device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers. Cookies are useful as they allow us to recognise a user’s device and its preferences in order to ensure that our website works properly. By continuing to use this website, you consent to the use of our cookies.

 

You can find out the different types of cookies used on our website in our Cookies and Data Privacy Policies.

Necessary cookies