Economic commentary

What is driving our outlook for less-risky risk assets? Viewpoints, March 2020

As China struggles with short-term growth impacts from COVID-19 and ongoing tariff headwinds, the U.S.’s relatively smaller exposure to Asia has positioned it for an upside surprise. Meanwhile, global central banks are poised to maintain current accommodative policy and even increase it if geopolitical events pressure the economy or financial markets. What else is driving …

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