Income & Fixed Interest Newsletter – November 2017
In this final newsletter of the year I want to broaden out our analysis of the global reflation theme. While that theme begins and ends in China, I believe this year’s award for ‘Most Improved Economy’ should go to Europe. We take a detailed look at the quality and composition of Europe’s recent growth spurt, assess the sustainability of these growth sources, and break down the ECB’s (and other European central banks’) approach to rate setting, QE and tapering into 2018.
View the newsletter here.