Global Macroeconomic Themes (Update)

Here, we reiterate some of our key global macroeconomic themes, as outlined in a recent feature article in our online service.

  • US To Outperform Other Developed States
  • US Dollar Bull Market
  • Emerging Market (EM) Reformers To Be Outperformers
  • War On Deflation
  • Emerging Market Currency Weakness
  • Commodities: Energy And Metals To Underperform, Agri To Outperform
  • Poland, India, Chile, Kenya ('PICK' Countries) Look Good
  • Chinese Reform Progress To Lead To Renewed Growth Weakness
  • Tighter Fiscal Policy, Looser Monetary Policy In Emerging Markets
  • Global Trade To Remain Weak Amid Suboptimal Rebalancing