Welcome to the 3rd in our Macro Insights series. Over the last week, during its annual meeting, the IMF said the global economy is projected to grow 5.9% in 2021 and 4.9 % in 2022 (0.1% lower for 2021 than in the July 2021 World Economic Outlook (WEO) Update).

Welcome to our first Macro Quarterly Insights. We will be taking a look at what has happened in the world of global economics and finance over the past quarter and what events and actions may impact markets in the next few months.

The week leaves investors faced with a multitude of macro-economic uncertainties including an ever more likely and faster taper from the Fed, to uncertainty around China’s about face on funding dirty energy (coal) to its ability to keep injecting cash into a jittery post Evergrande market to the continuing supply chain bottlenecks and labour shortages that are stoking inflation.

Our 10th anniversary celebration, EXANTEN, continued on Friday, 17 September in Kyiv, Ukraine where 120 guests joined us for a reception featuring live music and birthday cake.

2021 marks EXANTE’s 10th anniversary ‒ EXANTEN. As part of our celebrations, EXANTE is hosting a select group of clients and partners at private events across Europe and Asia. The first of our global celebrations was held on 16 September 2021 in London, UK. 

The short-term outlook for commodities and Emerging markets depends on how quickly the pandemic ends, China’s growth path and stimulus from the US. Longer term, ESG friendly producers may be able to profit from new regulations and global standards.

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