Investment insights from Capital Group
Source: Capital Group. Country positions are forward-looking estimates by Capital Group economists as of April 2024 and include a mix of quantitative and qualitative characteristics. Long-term tailwinds and headwinds are based on structural factors such as debt, demographics and innovation. Near-term tailwinds and headwinds are based on cyclical factors such as labor, housing, spending, investment and financial stability. The size of the bubbles are used to approximate the relative size of each economy (in USD) and are for illustrative purposes only.
Sources: Capital Group, Bloomberg Index Services Ltd., FactSet, International Monetary Fund (IMF). Inflation data as of April 30, 2024, except for Japan data which is as of 31 March, 2024. IMF estimates as of April 2024. Policy rates represent the rate on overnight interbank lending. Inflation data is expressed using the Consumer Price Index (CPI), a measure of the average change over time in the prices paid by urban consumers for a market basket of consumer goods and services. Market-implied policy rates are based on contract pricing across futures markets and are as of 23 May, 2024.
Sources: MSCI, RIMES. Data reflects 31 January, 2020, to 31 March, 2024.
Source: Capital Group. CHIPS Act refers to the Creating Helpful Incentives to Produce Semiconductors Act, passed by U.S. lawmakers in 2022 to encourage domestic manufacturing of computer chips.
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