Pulse: Macro


Outlook for Trump White House

Investors will have to wait and see whether President-elect Donald Trump delivers on campaign promises that range from massive deregulation in the financial sector to trade protectionist actions to make America great again. However certain is that the new administration will emphasize fiscal tools that range from tax cuts to infrastructure spending to stimulate the US economy.

2017 Global Economic Outlook

Four Takeaways from the FOMC Meeting

My Four Takeaways from This Week’s FOMC Meeting.

What's Next under the Trump Administration?

The United States is poised to enter a more typical economic cycle than we’ve seen since the 1990s.  The Trump administration’s outsized tax cuts and plans to increase defense spending, and the virtual certainty that the GOP Congress will eagerly go along, will swell the US budget deficit and jumpstart faster growth. 

China's Economy Outlook in 2017

In general, China’s gross domestic product (GDP) in 2017 is likely expected to grow similarly as this year’s around 6.5%, with the consumer price index (CPI) inflating around 3%. Those officially targets will be confirmed later around 20th December 2016 at China's annual year-end top economic meeting, named the Central Economic Work Conference.

Trumpism and the Global Economy

Emerging Markets: Investment of the Year in 2017?

Strong fundamentals in Asia’s emerging markets may tempt outside investors to stay the course when the year turns. But a combination of domestic politics in 2017 and global uncertainties could risk becoming the nemesis of the New Year.

Questions about political continuity at home and support for reforms in Asia’s emerging markets hover over these economies’ striking potential for growth, including the outlook for strongman leaders in the Philippines, Malaysia and Thailand and Xi Jinping in China and Narendra Modi in India.

InsureTech Rules

FinTech's insurance sector came to the fore this week. This Google Trends chart and series of tweets tell the story of InsureTech's growth in 2016.

Econvue Spotlight

It has been an eventful year with no let-up post-Brexit & Trump. In 2016 the longest-ruling monarch, King Bmibol Adulyadejhu of Thailand, and the longest-ruling national leader, Fidel Castro, both passed from the scene. A surprise demonetization in India made economic history, as Zimbabwe prepares to sweep US dollars from circulation. Change is everywhere and the pace seems to be quickening.

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