Pick of the Pack — Global Data Pulse

This week’s pick of the pack (I had 50 charts to pick from!) sums up the data for as many countries as the data is available for multiple inputs within each category and gives a gauge of how the global economy is tracking.

The key takeaways are that activity and confidence are steadily improving, inflation is surging (thanks in part to the energy spike in H1), and leading indicators are pointing to potential loss of momentum into 2027.

You basically get to see the textbook economic cycle playing out in this chart, and as I’ll cover in this quarter’s webinar — there are some significant implications from this for investment strategy and asset allocation heading into H2.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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