by Thierry Malleret | Feb 28, 2017 | Uncategorized
February 2017 For the first time in years, we see the possibility of an upside in global growth rather than the opposite. Stronger data keeps coming from the countries/regions that matter the most economically: the US, the EU, China and Asia. Therefore, (1) the...
by Thierry Malleret | Jan 31, 2017 | Uncategorized
January 2017 The start of the Trump era is both a tipping point and a monumental paradigm shift. His “two simple rules: buy American and hire American” are the functional equivalent of a declaration of economic war, to which some countries – most notably...
by Thierry Malleret | Jan 2, 2017 | Uncategorized
December 2016 Just how bad was 2016? We won’t know until we can compare it to 2017! Despite the reality of better global living standards than ever before, today’s world (particularly in the West) is suffering from a prevailing sense of angst and frustration....
by Thierry Malleret | Nov 30, 2016 | Uncategorized
November 2016 In response to the ubiquitous head scratching as to what Trump has in store for the US and the rest of the world, we probed the exceptional network of The Monthly Barometer. The truth: everybody is clueless because Trump policies are unknowable....
by Thierry Malleret | Nov 1, 2016 | Uncategorized
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 the world economy: ageing, excess savings, insufficient investment,...