By: Thierry Malleret | On: November 1, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

October 2016   In the coming months, political risk will continue to rise while global growth pursues its deceleration at a slow, but inexorable, rate, reflecting the structural changes engulfing […]

By: Thierry Malleret | On: September 30, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

September 2016   More and more, decision-makers and market participants are coming to the realization that ultra-low interest rates reflect profound structural issues – most notably global ageing, falling productivity rates and rising inequalities […]

By: Thierry Malleret | On: September 1, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

August 2016 If we had to capture the mood at Jackson Hole (the meeting of central bankers) with just one word, it would be: anxiety. Despite participants putting on a brave face, there […]

By: Thierry Malleret | On: July 29, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

July 2016   The “risky trinity” (in the words of the BIS) of (1) unusually low productivity growth, (2) historically high global debt levels and (3) remarkably narrow room for policy manoeuver explains […]

By: Thierry Malleret | On: July 5, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

June 2016   Britain’s decision to exit the EU may constitute the first step on a “stairway to Hell”, throwing up a tangle of economic, financial, societal, legal, political and other issues of […]

By: Thierry Malleret | On: May 31, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

May 2016   Today’s world is threatened by many a ticking time bomb. Some, like immigration, financial crises or terrorism, tend to blow up suddenly; but the majority – including rising inequalities, ultra-low […]

By: Thierry Malleret | On: May 4, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

April 2016   Yet again the IMF global economic for 2016 have been revised downwards by 0.2 percentage points – to 3.2%. Global growth remains weak and uneven, beset by financial, geopolitical and political […]

By: Thierry Malleret | On: March 29, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

March 2016   The data, in particular the sharp retrenchment in global capital and trade flows, shows that the world is facing a growing risk of “economic derailment”. In contrast […]

By: Thierry Malleret | On: February 29, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

Today’s world is safer and richer than it has ever been, but this is of little comfort to those whose expectations are repeatedly disappointed. When one starts connecting the economic, […]

By: Thierry Malleret | On: February 1, 2016 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

The global economy is about to enter its “third dip” (after the subprime and the Eurozone crises). The IMF just revised downwards its 2016 forecast for global growth to 3.4% […]