In this month's infographic, we raise our growth forecasts for 2020 but downgrade them for 2019 as we illustrate the near-term issues dragging on the economy.
Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.
We discuss three themes that will shape market performance in the coming year, as well as four events that could take investors by surprise.
With growth outside the US faltering, we expect governments around the world to take a leaf out of Trump’s playbook and use tax and spending measures to support their economies.
Although third quarter GDP data was strong, the UK economy flat-lined in August and September. We expect a very weak end to 2018.