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By: Johannes Müller
The novel coronavirus has introduced a hefty dose of uncertainty to global growth forecasts
Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.
We expect a further gradual weakening in growth, caused by trade tensions and related uncertainties.
The outlook for the world economy is getting cloudier. Escalating trade tensions could trigger further downgrades.
Our monthly market analysis and positioning
Elections to the European Parliament could prove even more exciting than we thought.
The consequences for the country and beyond could be substantial.
By: Joshua N. Feinman
U.S. Employment Report
Encouraging economic signals from emerging markets confirm our positive view.
Modern Monetary Theory, or Magical Mystery Tour?
Economic, monetary and financial-market outlook
We are trimming our global growth forecasts again – but only very slightly.
Probably not, as far as elections to the European Parliament are concerned.
Economic, monetary and financial market outlook