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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
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.
Fixed Income Outlook | Q3/2018
Capital Markets Outlook | Q3/2018