Global Macro Service > Global Macro Themes And Asset Views Chartbooks

Global macro themes and asset views chartbook, June 2018

In our global macro chartbook for June, 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 remain a central theme, along with the ongoing threat of protectionism. We highlight our extensive research on the global impact of rising oil prices and the implications for central banks. We view a major escalation of trade tensions that causes a recession as unlikely. As a result, we maintain a cautious yet positive outlook on global trade and growth.

We also present our research on the EM sell-off, consumption in the G7 and the impact of a liquidity drain over the coming years.

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