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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
Historical analysis does not guarantee future results.
DM: developed markets. Periods of US recession are highlighted gray in the right display.
Left display as of November 30, 2023; right display as of November 5, 2023
Source: AlphaSense, Bloomberg and AllianceBernstein (AB)
Historical analysis does not guarantee future results.
Pre-pandemic averages shown are for data points between 2015 and 2019; 2023 figures shown reflect estimates.
As of November 30, 2023
Source: Bloomberg, International Monetary Fund and AB
Historical analysis does not guarantee future results.
Forecast for software and equipment capital expenditure is an average based on J.P. Morgan, Morgan Stanley, UBS and Wolfe Research research estimates for 2024.
As of December 7, 2023
Source: Goldman Sachs, Haver Analytics, J.P. Morgan, Morgan Stanley, UBS, Wolfe Research and AB
Past performance does not guarantee future results.
Implied policy rate calculated using US fed funds futures.
As of December 13, 2023
Source: Bloomberg and AB
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.