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While the outlook for global growth is favorable — albeit less synchronized — the view could change if the Federal Reserve overtightens and trade spats escalate.
Fed runs risk of overtightening
Trump, tariffs, and retaliation
Eurozone growing, ECB delaying
CURRENT VIEWS
Equity
Italy may be conduit for EM contagion
If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.
September 17
Highlights of the past week, from central bank policies to trade and currency trends.
Inflation/Deflation
U.S.: The CPI increased 0.2% and core CPI rose 0.1% in August.
Most recent
Fixed Income Outlook | Q3/2018
Interest rates and trade create headwinds
Capital Markets Outlook | Q3/2018
CONTACTS
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