Macro Picture: Three themes for 2020

The consensus expects a modest economic revival in 2020, enough to keep the global expansion going, but not sufficient to generate inflation or force policy tightening. We present three themes that could challenge this narrative:

  • a rebound in global capex/IP; 
  • faster wage growth, and
  • dollar weakness/the end of US ‘outperformance’.

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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