key risks in the most important world economies

https://www.bain.com/globalassets/noindex/2023/bain_recession_outlook_february_2023.pdf

Unemployment rates remain relatively low in all surveyed economies

https://www.mckinsey.com/~/media/mckinsey/business%20functions/strategy%20and%20corporate%20finance/our%20insights/global%20economics%20intelligence%20executive%20summary%20february%202023/global-economics-intelligence-critical-trends-and-risks-february-2023.pdf

Global AUM by asset type ($T)

https://bebeez.it/wp-content/uploads/2023/02/Bain-Report-Global-Private-Equity-Report-2023_compressed.pdf

Alternatives fundraising

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Share of global personal luxury goods market (€ billions)

https://www.bain.com/globalassets/noindex/2023/bain_digest_renaissance-in-uncertainty-luxury-builds-on-its-rebound.pdf

Economic cycle in the US

https://www.signetmanagement.com/wp-content/uploads/2023/02/Outlook2023_2023_01_31.pdf

Extreme Indebtedness

https://kfafunds.com/resources/presentation/2022_12_31_bndd_presentation.pdf

Growing Share of World GDP

https://fppta.org/wp-content/uploads/2023/01/2023-01-ABS-Global-Investments-The-Evolution-of-Emerging-Markets_-FPPTA_WIDE-SCREEN.pdf

Quarterly Economic Report: 4th Quarter 2022

https://www.svb.com/globalassets/trendsandinsights/reports/sam-4q-2022-ecobook.pdf

Employment picture by sector

https://assets.realclear.com/files/2023/01/2106_unemployment.pdf

Vanguard's economic forecasts

https://www.vanguard.co.uk/content/dam/intl/europe/documents/en/vemo-2023-gbp-en-pro.pdf

Prices in my country will increase faster than people's incomes

https://www.ipsos.com/sites/default/files/ct/news/documents/2022-12/Ipsos%20Global%20Advisor%20Predictions%20Poll%20for%202023.pdf

The Good News: Current Valuations Generally Appear Favorable

https://www.troweprice.com/content/dam/iinvestor/resources/insights/global-market-outlook/2023-global-market-outlook-need-for-agility.pdf

Current Market Expectations of Future Fed Funds Rate

https://www.blackrock.com/us/individual/literature/presentation/oef-global-allocation-presentation-cl-a-shares.pdf

We Expect Below-Trend GDP Growth and a Slow Pace of Labor Force Growth to Slow Payroll Growth to 75k Per Month

https://content.fortune.com/wp-content/uploads/2023/01/US-Economics-Analyst_-Labor-Market-Rebalancing_-Still-on-Track-but-Further-to-Go-Mericle37.pdf

Long-term tailwinds supporting the innovation economy remain intact

https://s201.q4cdn.com/589201576/files/doc_financials/2022/q4/Q4_2022_IR_Presentation_vFINAL.pdf

2023 Global Market Outlook: The Need for Agility

https://www.troweprice.com/content/dam/iinvestor/resources/insights/global-market-outlook/2023-global-market-outlook-need-for-agility.pdf

Persistent inflation and elevated interest rates are likely to be continued characteristics

https://assets.ey.com/content/dam/ey-sites/ey-com/en_us/topics/strategy/ey-global-economic-outlook-transforming-uncertainty-into-opportunity-january-23-edition.pdf

.now global de-integration is driving inflation

https://bam.brookfield.com/sites/brookfield-ir/files/2022-09/2022-ir-day-slides-sep12-22-updated-final%C2%A92022.pdf

2023 Outlook

https://www.stifel.com/Newsletters/AdGraphics/InSight/Outlook/2023/Outlook2023.pdf

Consensus forecasts of lower US inflation have been inaccurate

https://www.apollo.com/~/media/Files/A/Apollo-V3/documents/2023-apollo-economic-and-capital-markets-outlook-white-paper.pdf

Imbalances Driving Inflation

https://www.stifel.com/newsletters/AdGraphics/InSight/Favorite15/2023/January.pdf

What are consumers doing more of in Q4 compared to Q3?

https://assets.ctfassets.net/exg8oyvb0wfw/dV3evJhBV8hTo6zh0Cjk0/2caa58491d0a74aab4eadf3168f0919c/Location-Driven_Marketing_Strategies_for_Q4_2022.pdf

Comparison: Global recessions versus now

https://www.vanguardsouthamerica.com/content/dam/intl/americas/documents/latam/en/2022/12/mx-sa-2633410-vanguard-economic-and-market-outlook-beating-back-inflation_unlocked.pdf

Inflation in the US remains at 40-year highs

https://newconsumer.com/wp-content/uploads/2022/12/Consumer-Trends-2023.pdf

Here's what you need know for Q1:

https://location.foursquare.com/wp-content/uploads/sites/2/2022/12/FSQ-_-Q1-2023-Seasonal-Insights.pdf

Outlook for US Inflation Is Starting To Look Much More Positive

https://www.casip-panama.org/wp-content/uploads/2022/12/Alberto-Bernal-Analisis-Economico-de-LATAM-Nov2022.pdf

Automotive Market Update

https://solomonpartners.com/wp-content/uploads/2022/12/Solomon-Partners-Automotive-and-Powersports-Aftermarket-Update-December-2022.pdf

Asset Quality Will Strain

https://www.spglobal.com/_assets/documents/ratings/research/101569238.pdf

Imbalances Driving Inflation

https://www.stifel.com/newsletters/AdGraphics/InSight/Favorite15/2022/December.pdf

Automotive commodities unlikely to return to pre-COVID prices

https://www.automotivelogistics.media/download?ac=302709

Macro, consumer and retail outlook

https://www.ctt.pt/contentAsset/raw-data/08be6ee6-11ac-4684-b278-63bc05bb1fad/ficheiro/export/E-commerce%20under%20uncertainty%20McKinsey%20Nov%2022%20v2.pdf

Industries with lowest future-of-work readiness have highest share of deskless workers

https://web-assets.bcg.com/d4/ca/ada520f54575ad6e096e942d48df/fow-employers-edition-pulse-check.pdf

What to Expect from Black Friday Amid the Cost-of-Living Crisis

https://web-assets.bcg.com/7e/d0/a2dfbd114b11ae214d6a0e62016c/what-to-expect-from-black-friday-amid-the-cost-of-living-crisis.pdf.pdf

Global Macro Scenario Grid

https://euissmultisiteprod-live-8dd1b69cadf7409099ee6471b87c49a-7653963.s3-eu-west-1.amazonaws.com/international/PDF/Q4%202022%20Outlook/Q4%20outlook%20UPDATED%20with%20disclaimer.pdf

Change in price since February 2020

https://www.chefculinaryconference.com/files/2022/powerpoint-slides/Monday/02-%20Stover%20-%20Current%20Trends.pdf

Recession-Recovery Dashboard

https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/Research_Brief_Ext.pdf

US investors' current perspectives on the US economy and stock market

https://web-assets.bcg.com/58/ed/0c59f92f40059f65c55a77289af0/investor-pulse-21-slideshow-221025.pdf

Recession Checklist

https://pws.blackstone.com/wp-content/uploads/sites/5/2022/10/2022Q4_Fundamentals_Are_Yet_to_Get_Their_Day_In_The_Sun.pdf

Global inflation

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-the-markets/guide-to-the-markets-asia.pdf

Projected consumer spending worldwide in 2022, by impact scenario, in trillion US$

https://cdn.statcdn.com/static/img/emarkets/dmo-methodology-en.pdf

2020 export ($B) Total = $17,266B

https://www.bain.com/globalassets/noindex/2022/bain_brief_the_trillion_dollar_manufacturing_exports_opportunity_for_india.pdf

Inflation varies widely by category

https://content.fortune.com/wp-content/uploads/2022/07/Consumer-Trends-2022-Mid-Year-2.pdf

Popular Products: What Consumers Are Buying

https://www.junglescout.com/wp-content/uploads/2022/09/Jungle-Scout-Consumer-Trends-Report-Q3-2022.pdf

Inflation drivers and expectations

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-the-markets/MI-EAMU.pdf

This Downturn Has More Economic Resiliency Than Others

https://www.whipstitchcapital.com/wp-content/uploads/2022/09/220927-Whipstitch-Top-11-Trends-Fall-2022_Website-v2.pdf

The Grocery Sector as a Business School Case Study

https://solomonpartners.com/wp-content/uploads/2022/09/Scott-Moses-Solomon-Partners-GroceryShop-12-Things-You-Might-Not-Know-2022-09-19CEA.pdf

Any Signs of Inflation Slowing?

https://www.dallaserf.org/sites/default/files/2022-09/Public%20Viewing%20Packet.pdf

KPMG Office of the Chief Economist annual forecast

https://www.kpmg.us/content/dam/global/pdfs/2022/bad-news-sells-data-tells.pdf

Countries that Spend the Least and the Most on Food

https://analytics.dkv.global/Global_Food_Security_Report_Q2_2022/Analytical_Study.pdf