Thought LeadershipMacroeconomic
Iranian Revelation: Strategic Tops Tactical
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Scott Helfstein
Mar 4, 20264 min read
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Scott Helfstein
Multiple authors
In July 2022, we surveyed 276 individuals in the U.S. on macroeconomic concerns to see how they attune to investments in the income sector. The purpose of the survey was to see how the average respondent felt about current economic issues and the way these outlooks translated into investment objectives. Topics ranged from thoughts on current mortgage rates and fuel costs to inflationary and recession fears.
Of the 75% of survey respondents who have a viewpoint on mortgage rates over the past year, over 80% believe they have risen.
Over 90% of those surveyed have noted fuel prices rising over the last 12 months, with 38% deeming the price hike to be greater than 40%.
More than 80% of those surveyed, remarked concerns over the impact of inflation on their individual investments.
More than 80% of those surveyed, remarked concerns over the impact of market volatility on their individual savings/investments.
Over 50% of respondents foresee the U.S. economy to be in a recession by the end of 2023, while a fifth remain skeptical.
There are varied levels of importance placed on dividends by investors when considering their portfolio—majority view dividends as of medium concern.
Click here to download the Global X ETFs Survey on American Consumers and Macroeconomic Monetary View.
Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.
Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.
Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.
Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.
The Global X 2026 Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.
The Global X 2026 Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.
