US weekly jobless claims post largest gain in five months; weather blamed

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Will a China slowdown halt the European equity rally? BofA explains

February 28, 2025 3:00 PM EST

In a note Friday, Bank of America analysts cautioned that a weakening Chinese economy could weigh on European equities, despite near-term resilience.

The global PMI looks set to fade in FebruaryChina is likely a support in the very near term, but is set to weigh in Q2, they noted.

The analysts expect Chinas GDP growth to slow sharply from 5.6% in Q1 to 1.2% in Q2... More

Will uncertainty hit global growth? Capital Economics weighs in

February 27, 2025 10:00 PM EST

The uncertainty surrounding U.S. economic policy following Donald Trumps election victory is raising concerns about its potential impact on global growth, according to Capital Economics.

The firm notes that instead of clearing up the uncertainty, Trumps threats of tariffs and shifts in geopolitical alliances have created a state of heightened uncertainty worldwide.

The firm states that uncertainty often dampens investment and consumer spending, particularly when businesses struggle to predict future costs... More

Goldman Sachs sees high volatility and increased equity correction risk in 2025

February 27, 2025 8:00 PM EST

Goldman Sachs analysts said in a note Thursday that equity market volatility is likely to remain high in 2025, with increased risks of a market correction.

We think a return to a low volatility regime remains unlikely in 2025 with lower risk premia, a less friendly macro backdrop and elevated policy uncertainty, they stated.

The risk of an equity drawdown has risen significantly compared to previous... More