Views on 2018

The global economy at the end of 2017

The good news

The bad news

The Year in Review: Global Economy in 5 Charts
By: Oya Celasun, Gian Maria Milesi-Ferretti, and Maurice Obstfeld – IMF

Lurking risks

The world is set up for the unwinding of three mega-trends: unconventional monetary policy, the real economy’s dependence on assets, and a potentially destabilizing global saving arbitrage.

Complacency Will Be Tested in 2018
By: Stephen roach – Yale University

Will the financial markets’ exuberance continue?

Only if economic and policy fundamentals improve to the point that they validate existing asset prices, argues Mohamed El-Erian.
Financial Investors’ Wish List for 2018
By: Mohamed A. El-Erian – Allianz

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360° Econ View

The issues, the debates, and the research

Views on 2018

Global Growth Holds, But Risks Are Building

New Research on the Economic Impact of the Middle East War

Too Many Buildings, Too Few Machines: How the Composition of Credit Shapes Long-Run Growth

The global economy at the end of 2017

Lurking risks

Will the financial markets’ exuberance continue?

e-axes

Global Growth Holds, But Risks Are Building

New Research on the Economic Impact of the Middle East War

Too Many Buildings, Too Few Machines: How the Composition of Credit Shapes Long-Run Growth

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