How will the global economy develop in the coming quarters? How will the monetary policies of the central banks differ? What scenarios are likely for the key financial markets? What are the associated specific medium-term forecasts (three weeks to a year)? What political risks could change the scenario completely?
You will receive a clear analysis from us every Friday morning. One week you will receive a Global Financial Markets publication, followed by a Global Political Risk Monitor in the week after that. Independent, clear-cut and based on the world’s leading research. A solid basis for important decisions.
Financial markets have a distinctly different view on which scenario will develop than central banks. Recently, the markets have also begun to consider a third option. In this report, we explain what these three scenarios entail and which one we think is the most likely.
The British economy will be the only one of the major economies to shrink this year, according to the IMF. What exactly underlies the pessimism about the UK and can political action be expected to confound the negative predictions?