4CAST RGE

REPLAY—Q2 Global Outlook: Shifting Sands and a Bear Market in Bonds

As President Trump continues to disrupt politics as we knew it, his priorities appear to have shifted from fiscal expansion to earlier trade friction. But such policy risks come on top of what, at least among DMs, looks like a self-sustaining growth path.

The flip-side (perhaps accelerated by those policy risks) is that the global recovery from the global financial crisis has reached a turning point for bonds. We have re-set our forecasts accordingly in our brand-new Q2 Global Outlook and look at the consequences for investors including from the imminent next test for populism in Europe.

Meeting date:
March 8th, 2017
Start time:
08:00 AM EST
Duration:
1 Hour

OVERVIEW

Please join

  • Gabriel Stein (MD Developed Markets)
  • Kevin Harris (Director, North America)
  • Rachel Ziemba (MD for Emerging Markets and Commodities) and
  • Andy Hartwill (Research Director)

As they present our latest thinking, followed by what promises to be a lively, timely and valuable Q&A session involving you and the rest of the research team.

Please direct any questions you would like answered in the Q&A to pr@roubini.com.

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