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Articles by author

 
Robert Scherfke PhD
Macroanalyst
Jul 2017
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Macro and market

Global Economic Outlook — The reflation theme takes a breather

Following a resurgent reflation theme last year, nominal growth expectations have been scaled back somewhat in recent months. Hopes for stimulative US policies in the wake of Donald Trump’s victory have... Read More

Apr 2017
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Macro and market

Global Economic Outlook — How long can this keep going on?

After emphasising the global reflation theme throughout the past year, we think this is a good time to step back and assess some of the cyclical and structural headwinds. The world faces an uneasy mix of... 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