Global Growth Steadies as Markets Brace for Policy Shifts

The featured report assesses resilient global economic performance amid policy uncertainty, highlighting mixed signals across key markets.

Key Insights:

• Resilient Growth: US and Eurozone Q1 GDP beat expectations despite tariff-related distortions; UK housing showed temporary weakness but underlying demand remains strong.

• Labour Market Strength: US job growth exceeded forecasts; Eurozone unemployment remains near historic lows.

• Inflation Divergence: Euro area core inflation surprised to the upside, but tariff impacts may temper future price pressures.

With markets delicately poised, now is the time to align portfolios with resilient sectors and policy-sensitive opportunities.