Uncertainty Is the Easy Part
The policy decisions of a new US administration could potentially impact the global economy in a number of ways with key areas that might be affected including trade and tariffs, geopolitical stability, fiscal policy, deregulation, and immigration policy. In our charts this week we focus on:
· Global equity market responses
· Economic policy uncertainty
· The consensus for policy rates
· Oil prices and yields
· China’s economy
· Japan’s politics
The skinny
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