Global Macro Service > Global Macro Themes And Asset Views Chartbooks
In our global macro chartbook for March, we summarise our views on current global themes and asset markets, and link to our research highlights over the last month. We have slashed our global GDP growth forecast for this year to 0%, the second weakest rate in almost 50 years.
We highlight our research on the impact that the ongoing global coronavirus outbreak will have on the global economy. We provide a potential downside scenario to incorporate further worsening of the outbreak and the subsequent impacts this would have on households and financial markets. There are lessons to be learnt from the 2011 earthquake in Japan on the supply chain disruptions caused by the Chinese shutdown. An oil price crash has provided a very minor shining light for economies looking for a much-needed boost to consumer spending.
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