KnowledgeBank

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Macroanalysis
 
May 2017
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Geopolitical

Political turmoil in the US and EM: Same week, different implications

Author: Nanette Abuhoff Jacobson

After months of eerily low volatility and higher valuations in risk assets, markets got hit with a double whammy last week of untoward political developments in the US and Brazil. Here, I’ll cover what...

 
May 2017
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Geopolitical

New era for France: Implications of Macron's victory

Authors: Jens Larsen, PhD, ...

With centrist Emmanuel Macron’s victory over Marine Le Pen for the French presidency, the question now shifts to what he can achieve as president and what impact his agenda will have on the economy and...

 
Apr 2017
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Geopolitical

De-escalation? Three signs the North Korean crisis may have a benign outcome

Author: Thomas Mucha

Rising tensions on the Korean Peninsula have prompted questions about the effects of a potential escalation or an outright military confrontation. The geopolitical risks are certainly elevated, but we believe...

 
Apr 2017
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Macro and market

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

Author: Robert Scherfke, PhD

After emphasizing 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...

File under: Preparing for reflation and rising rates