In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets.
Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.
Economic and Strategy Viewpoint
This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.
In this month's infographic we look at the shift towards global reflation, the end of quantitative easing and whether political risk is set to return in 2018.
In the first infographic of 2018, we review the themes that dominated the global economy over the last 12 months and provide an outlook for the year ahead.
Global Market Perspective
Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.