Chief Economist & Strategist
The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.
We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.