The global economy has been supported by a pause from the Fed and slow normalization elsewhere in advanced economies. Nevertheless, U.S./China trade tensions have escalated again, while other challenges need to be negotiated further over the horizon. Our latest Outlook assesses the economic impact of these major forces.
An added complication is the maturity of the financial cycle, with areas of overvaluation and vulnerability in parts of the financial markets. Combined with our economic and policy forecasts, this produces a divergence in Continuum Economics asset market forecast on a multi-asset basis.
What will all this mean for our economic policy and financial market forecasts? To hear our latest 2019 and 2020 views,please join our Outlook Conference Call on June 11.