We have seen some surprises in global markets and economies thus far in 2017. The biggest risk to global growth – political risk in Europe – has largely been defanged, but political risk in the US and Latin America is gaining strength. Economies in China and Europe have also surprised on the upside, spurring expectations for more synchronized ...
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The USD Selling Off and Econ Surprises at Rock Bottom is a Recipe for Foreign/Cyclical Outperformance
28 Jun 2017
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Top geopolitical analyst Ian Bremmer sets out his views on the biggest risks for 2017 https://www.savvyinvestor.net/node/1008933
Some great papers on the 2016 Investment Outlook - https://www.savvyinvestor.net/search/all-results?keywords=2016outlook
Further commentary from Gavyn Davies on China's falling FX reserves and "quantitative tightening" https://www.savvyinvestor.net/node/771942
Remember Byron Wien's yearly list of "surprises"? See Don Stammer's X-Factor events for 2015 - https://www.savvyinvestor.net/node/662884
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