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Articles by author

 
Robert Scherfke PhD
Macroanalyst
Jan 2017
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Macro and market

Global Economic Outlook: The global reflation theme is intact

We expect stronger global growth and higher inflation in 2017. The developed market macro policy shift is unfolding, with less monetary accommodation and more fiscal spending. We also foresee a tug of war in... Read More

Oct 2016
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Macro and market

Global Economic Outlook: Reflation with risks

After a prolonged period of subdued global growth and substantial deflationary pressure, we are beginning to see an uptrend in nominal activity. A more stable growth environment across geographies and... Read More

Apr 2016
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Video

W_lock Watch the World: The age of uncertainty

From China’s slowdown to the vote on Brexit, Macroanalyst Robert Scherfke contrasts the perception and the reality of risks to the global economy. Read More

Nov 2015
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Macro and market

W_lock Abenomics, Kurodanomics and the 2016 outlook for Japan

Based on recent discussions with policymakers and the latest data flow, I remain positive on the Japanese economy and Japanese equities. In the medium term, I expect the yen to remain weak as quantitative... Read More

Sep 2015
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Video

W_lock Watch the World: Feeling better, mostly

Amid cross-currents of improving US and European cycles, policy incoherence in China and the varying impact by country of lower oil prices, Macroanalyst Robert Scherfke believes the overall global trend is up. Read More