A one-page snapshot of market performance, statistics and trends.
Recession risk is muted and high frequency data are beginning to trough. Even then, we expect slightly subtrend global growth in 2019, and although the capex cycle should come off its recent lows we do not see the kind of rebound we enjoyed in 2016. Easier U.S. policy is a boost, but eventually we expect a further one to two rate hikes.
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