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Central banks will hit the monetary accelerator again and will not counter rising inflation in earnest. Will this be the run-up to a Japan scenario for Europe and the US?
There is growing pessimism or – at least – doubtfulness among analysts and economists, regarding the vigour of the global economy. Which political risks are the main threats to the US, Chinese and European economies and which of the big three is most vulnerable?
The Fed is currently not planning to further hike rates, despite the fact that the world economy may be helped by stimulus from China and higher incomes for consumers. However, this doesn't necessarily mean an increase in EUR/USD...
Due to the division in London about Brexit, the uncertainty will remain and will put the pound under downward pressure
It is not difficult to get pessimistic about the growth expectations for the EMU. However, we expect a recovery of growth and European long term rates later this year.
A lot of investors expect the Fed to announce the end of QT later this year during the meeting this week. We expect the same, but we also foresee higher growth this year with the potential of a rate hike at the end of this year.