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Financial markets are starting to revolt against the on-going piling up of debt. Governments will try and find an escape route via a combination of increasing budget deficits and inflation policies. Which economy will be tempted first and go down that path?
'Keep buggering on' is what numerous Western countries have done in the years after the financial crisis. Will this come back to haunt them in 2019?
As opposed to Europe, the US still retains some room for monetary stimulus in case of a slowdown. This is not necessarily negative for the dollar.
Despite the fact that the pound may temporarily strengthen due to Brexit relieve, we see this effect disappear in the future.
Will a deposit rate increase be Draghi's final achievement as the ECB's president?
Many analysts wonder when (not if) the Fed will implement a rate cut. Conversely, we think the US central bank will continue to hike its rate in 2019 …