Markus Schomer, CFA, Chief Economist, explores the shifting political risk, movement toward more synchronized global growth, and the regime change happening in markets
Almost halfway through the year, we have seen some surprises in global markets and economies. Political risk in Europe – what seemed to be the biggest threat to global growth – has largely been defanged. But political risk in the US and Latin America is gaining strength. Economies in China and Europe have also surprised on the upside, spurring expectations for more synchronized growth among developed economies.
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