hilo previsiones 2018

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Empezamos con la que hace BCE y Bloomberg sobre el crecimiento en la Eurozona

 

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Widespread growth among the world's largest 45 economies contrasts with the recessions of 2008-2016

Source: Charles Schwab & Co, OECD. *OECD forecasts for 2018, except 10 major non-OECD countries use Bloomberg consensus. As of 9/5/2017.

 

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Tres escenarios para la economía global by Nouriel Roubini - Project Syndicate

 

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Source: Charles Schwab, Bloomberg data as of 10/11/2017.

 

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España

 

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Goldman Reveals Its Top Trade Recommendations For 2018

Top Trade #1: Position for more Fed hikes and a rebuild of term premium by shorting 10-year US Treasuries.
Top Trade #2: Go long EUR/JPY for continued rotation around a flat Dollar.
Top Trade #3: Go long the EM growth cycle via the MSCI EM stock market index.
Top Trade #4: Go long inflation risk premium in the Euro area via EUR 5-year 5-year forward inflation.
Top Trade #5: Position for ‘early vs. late’ cycle in EM vs the US by going long the EMBI Global Index against short the US High Yield iBoxx Index.
Top Trade #6: Own diversifed Asian growth, and the hedge interest rate risk via FX relative value (Long INR, IDR, KRW vs. short SGD and JPY).
Top Trade #7: Go long the global growth and non-oil commodity beta through long BRL, CLP, PEN vs. short USD.

 

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Goldman Sachs sees four 2018 Fed rate hikes as U.S growth gains

 

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Focus Economics sobre España