Client Reports

Charting a New Path

November 25th, 2015

This report examines the shift in expectations for global growth since our June 2015 Global Outlook report and extends our outlook by introducing three global growth scenarios through 2018.  The three scenarios outline different growth paths contingent on China’s economic performance, commodity prices, trade growth and credit conditions.  We further explore the volatility and uncertainty that are likely to emerge in financial markets as central banks attempt to navigate a higher growth and inflationary financial environment.

For excerpts from this report see How Normal Is The New Normal? and Are Commodity Prices Bottoming Out?


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