GnS Economics Newsletter

GnS Economics Newsletter

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GnS Economics Newsletter
GnS Economics Newsletter
Contradiction
Daily Thoughts

Contradiction

Daily Thoughts 20 Mar 2025

Tuomas Malinen's avatar
Tuomas Malinen
Mar 20, 2025
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GnS Economics Newsletter
GnS Economics Newsletter
Contradiction
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Against many other recession forecasting metrics, the leading indicators of the OECD continue to push upwards. Could there be a surprise (global recovery) on the cards?

The composite leading indicators, gathering information from a wide-variety of economic indicators from banks to consumers, for China, the Big 4 Europe (France, Germany, Italy and the U.K.), Germany and the U.S. Source: GnS Economics, OECD

When we broaden the picture, it’s not so rosy anymore. To note, we are building a forecasting model for the leading indicators. Its first results will be published in the March Black Swan Outlook.

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