Beyond Markets

In this episode of The Week in Markets, CNBC’s All America Economic Survey, the Philadelphia Fed’s Manufacturing Index, the Conference Board’s Leading Economic Index, and credit availability to small businesses all suggest an imminent recession. Yet S&P’s preliminary US Composite PMI rose from 52.3 in March to 53.5 in April, signaling an impending rise in GDP. We put the odds of a recession in the US at 50/50.

This episode is presented by Mark Matthews, Head Research Asia at Julius Baer.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.