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Raj Hindocha

2 Documents
June 27, 2018
1
This edition reviews the global macro outlook, the risk of a trade war, and geopolitical developments in Europe. Read on for our views on the US macro outlook and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. Find also a summary of our views on key themes as well as on the different asset classes and the main macro and markets forecasts. [more]
May 22, 2018
2
After a year of strong and highly synchronised global growth, momentum undeniably slowed this year. This has raised concern over the growth cycle, and the potential impact on risk assets.
However, our global macro view remains positive and we still forecast the global economy to grow robustly this year. We have downgraded our 2018 forecast for the eurozone, which is balanced by an upgrade to our China forecast. In the US, our outlook is unchanged as fiscal policy begins trickling through the economy and the Federal Reserve continues to withdraw accommodation. [more]
7.6.3