Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

Premium Economic & Investment Research

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>The U.S. economy is slowing, with the critical question being whether this is a soft or harder landing.</li>
<li>Our broad analysis leaves us inclined to the soft landing view into 2025, though we shall watch real sector data closely over the next 3-6 months to check the trajectory. </li>
<li>Elsewhere, European growth should recover into 2025. Finally, China growth is set to slow to 4% in 2025, as slowdown in consumption adds to the drag from the residential property.</li>
</ul>


The U.S. economy is slowing, with the critical question being whether this is a soft or harder landing.
Our broad analysis leaves us inclined to the soft landing view into 2025, though we shall watch real sector data closely over the next 3-6 months to check the trajectory. 
Elsewhere, European growth should recover into 2025. Finally, China growth is set to slow to 4% in 2025, as slowdown in consumption adds to the drag from the residential property.


見通しの概要: 金利引き下げはどこまで進むのか?