2018 Economic fundamentals encouraging, politically fraught

For 2018 the economic fundamentals look reasonably solid. The IMF in its October report forecasts global growth for 2018 at 3.7{3960e34902b17726ab2e917772ce8f42036738fd515a86e63f9152ec8ca0006d}. The report also observes, “…pickups in investment, trade, and industrial production,coupled with strengthening business and consumer confidence…”.

Politically however, 2018 sees a much more fraught outlook. A quick tour of trouble spots illustrates just a few of the obvious and not so obvious risks to market stability. Continue reading “2018 Economic fundamentals encouraging, politically fraught”