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Inside Track – May 2018

This month’s topics:

  • Global economic growth remains robust, but it is levelling off.
  • Emerging markets (EM) are going through a rough patch, bound to worsen.
  • Despite running at more or less full employment, the US economy is more fragile than it looks.
  • Italy’s political convulsions are severely testing our bullishness (when compared to the rest of the world) on Europe.
  • Slowly but surely, the Atlantic Alliance – the bedrock of Western stability since WWII – is unravelling.
  • New research shows that the diffusion of new technologies into higher productivity can take as much as 20 years.

Download the full report: May’s Inside Track