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World View

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The attached World View presents, in one summary page, our judgement on the likely behaviour over the coming year or so, of:

  1. The current principal drivers of the world economy;
  2. The key economic and market variables, and;
  3. ‘Watch Fors’ which represent developments that, were they to occur, would support, challenge, or at the limit refute, the basis of our argument.

The evidence on which these judgements are based is set out as comprehensive endnotes.

Yours sincerely,

Macro-series-World-View-February-2021

 

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World View

The attached World View presents, in one summary page, our judgement on the likely behaviour over the coming year or so, of: The current principal drivers of the world