June 29, 2021

Macro Series

World View & Risks

BY John Llewellyn

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Please find attached our foundation document, World View & Risks. Published quarterly, it presents:

  1. In two concise summary pages our judgement about the likely behaviour of the principal drivers of the world economy and financial markets over the year ahead; the most important risks; and what to watch for.
  2. Multi-page supporting evidence, argumentation, and references (for clients).

World View & Risks is complemented by: weekly Key Developments, which monitors data and policies to check whether our understanding remains on track; and periodic research pieces that analyse issues of particular economic and market importance.

 

Macro series – World View & Risks – Limited version – July 2021

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