- Global Macro - Outlook to 2020
Global Macro - Outlook to 2020
Wednesday 28 November 2018
Research / Market
In the world economy, 2018 began based on the theme of a synchronised global recovery. But, this did not last. Since the spring, the protectionist measures taken by Donald Trump have changed the game. Emerging economies, some of which are heavily indebted in dollars, have been weakened due to the broadbased appreciation of the US currency. The depreciation of their currencies has generated local inflation and led their central banks to tighten monetary policies, which has weighed on economies already negatively affected by massive capital outflows. Advanced economies have begun to slow down. In our view, the year will end with a global economy that is evolving in a disjointed fashion, with increased downside risks.
Global Investment Views - February 2019
CIO views: High conviction ideas from Amundi Global Investment Committee
Cross Asset Investment Strategy - February 2019
Find the latest edition of the monthly publication of our Research Team.
Is Turkey really out of the woods?
After having narrowly escaped a balance of payments crisis last spring, there are questions surrounding the Turkish economy, not to mention the many (geo)political tensions.