An Economic and Market Perspective
The session focuses on an update and outlook for global economic growth. We will examine the key elements of growth by geographic region: China, US and Europe. Then the program will delve into the current state of and outlook for US economic growth by identifying the key drivers and the key risks. Once the macro background has been establshed, we will look at the outlook for interest rates in the US and the Federal Reserve's tightening cycle. The outlook emphasizes equity markets in US and globally.