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Global Macro - Outlook to 2020

Global Macro - Outlook to 2020-1.Header

MACROECONOMIC CONTEXT

Our convictions and scenarios

REGIONAL MACRO OUTLOOK

  • United States: Safely cruising away from uncharted waters,few clouds around
  •  Eurozone: The expansion continues albeit at a slower pace and amid a diffcult political context 
    • Box: Assessing Ricardian equivalence in Italy 
  • United Kingdom: It’s all about politics! 
  • Japan: Expanding at near potential pace 
  • Emerging markets:Twin shocks on the EM Outlook 
    • Box: Country risk assessment in a nutshell 
  • Central European countries: Entering the downward phase in their cycle 
  • China: From risks to opportunities 
    • Box: Impacts of Tariffs Along the Production Chain 

MACROECONOMIC AND FINANCIAL FORECASTS

  • Tables

 

 

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WANG Qinwei , Senior Economist
BOROWSKI Didier , Head of Macroeconomic Research
USARDI Annalisa , CFA, Senior Economist
PERRIER Tristan , CFA, Strategy and Economic Research at Amundi
VANIN Gregorio , Macroeconomic Research
YOSHINO Akio , Equity Research and Strategy at Amundi Japan
BERARDI Alessia , Senior Economist
HERVE Karine , PhD, Senior Economist
VARTANESYAN Sosi , Strategy and Economic Research – Paris
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Global Macro - Outlook to 2020
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