LSR View: Unstable equilibrium is global

  • Our central forecast remains ‘steady as she goes’
  • But the risks have increased – notably the threat of trade war
  • Yet that could mean a continued cheap euro, helping EA growth …
  • ​… and plenty of money flowing into the US, holding down rates there
  • Meanwhile the techies are still innovating, and capex is picking up
  • Even Italy’s troubles have their bright side – fiscal stimulus could help
  • And China remains in the background, with 6% growth and contained debt

Economics

Politics

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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