Brexit: The UK vote is fast approaching and the outcome seems too close to call. How could the result affect European and global markets?
Fed and U.S. economy: Although the labor market and growth has been soft, the U.S. output gap is gradually closing. What does this mean for the Fed’s policy-rate path? How might the increase in oil prices play into this?
European risk: Will the cyclical rebound continue or is Europe set for a new crisis? What are the implications for the global economy?
China’s bumpy landing: Recent Chinese macro data has disappointed. Is China and, thus, the global economy set for a round of stimulus and slowdown? Is the economy’s rebalancing still on track? Will construction be a growth driver?
Commodities rebound: Supply shocks and the weaker dollar have driven the commodities tear of late. Will Copper and oil stay the course or have they outrun fundamentals? Will demand follow suit?
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