Global Macro Service > Global Macro Themes And Asset Views Chartbooks

Global macro themes and asset views chartbook, May 2018

In our global macro chartbook for May, we summarise our views on current global themes and asset markets, and link to our research highlights over the last month.

This month, the risks from rising global oil prices are a central theme, along with the ongoing threat of creeping protectionism. We highlight our extensive research on the global impact of rising oil prices, and the risk that trade sanctions or other events could further restrict supply, triggering more sharp rises in the oil price. We still view a trade war as a tail risk, reflecting this we maintain a cautious, yet positive outlook on global trade and growth.

We also present our research on a possible productivity rebound, tightening global liquidity and extensive research on how to interpret the patchy few months for the global economy.

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