- Apr 10, 2018
ECONOMIC & FIXED INCOME COMMENT - Continued Growth with a lot of Noise on the Side
Global growth is on track for another year of strength with continued synchronized expansion between advanced economies and emerging markets. World GDP is forecasted to grow 3.6-3.8% in 2018. Looking at emerging markets China is expected to post another year of 6.5% GDP growth while India’s economy is on track to average 7.5% through 2019. Within advanced economies we expect Canada, U.S. and European Union to post another year of above potential growth. Canada’s GDP is forec
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- Apr 9, 2018
EQUITIES COMMENT - "Tug-of-War" - Trade Noise and Inflation Fears Battle Strong Fundamenta
An eventful first quarter saw global equity markets tested by the struggle between strong fundamentals and fears of higher inflation and protectionism. January Stocks reached record highs on the back of very strong earnings growth. February A surprisingly high U.S. inflation reading shattered investor euphoria and stocks plummeted. Investors were no sooner reassured by lower inflation statistics and stocks were recovering when… March … the U.S. implemented tariffs on steel a
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