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Insight 27.04.2018

Is global growth peaking?

Is global growth peaking?

Confidence has returned to the markets and the beginning of the earnings season looks great, with several positive surprises. The IMF has presented its outlooks for 2018 and 2019 and they seem very upbeat: world growth is expected to come in at 3.9%.


Key Points

  • The acceleration phase in global activity now appears to be behind us.
  • Inflation should progressively normalise
  • All central banks will prepare their exit strategies.
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Further reading

Insight 02.05.2018

How emerging markets are dealing with higher US Treasury yields

The recent rise, through 3%, and to the highest level since 2013, has triggered a bit of a sell-off in emerging market assets. We’re thinking that US Treasury yields from here stabilise or they rise only gradually, and this’ll allow emerging market asset prices to go up again.

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