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Early signs of normalisation in global growth For many months, the Fulcrum global nowcasts have painted an extremely consistent picture of strong – and recently rising – cyclical growth, permeating all corners of the world. This regime of strong global expansion in real output has been the dominant driver of asset returns for the past two years.
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Angela Merkel's Real Work Is Starting Now in Her Fourth Term President Donald Trump's threat of tariffs on European cars, China's global investment push and Emmanuel Macron's calls for a closer-knit euro area all demand a German response following more than five months of political stalemate in Europe's biggest economy. Merkel, 63, is expected to be sworn in ...
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