Global Macro Service > Research Briefings > Global

Four themes that will shape markets in the months ahead

Four key themes are set to dominate markets in the coming months: a volatile recovery path; a reversion to “secular stagnation-light”; abundant liquidity that is supporting asset valuations; and rising political risks.

To read the full briefing please
If you are not a subscriber, request a free trial of our Global Macro Service by filling out the form below