Investors around the world are increasingly curious about the Chinese fixed income market, which at USD 13.5trillion is now the world’s second largest.
Investors should consider policies could impact markets and the economy after of the 2020 election.
Assessing the impact and possible evolution of Fed policy
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
A pause in trade escalation is welcomed as it should allow the global economy to stabilize; however, investors shouldn’t assume trade tensions have gone away.
Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.