Taiwan new export orders picked up again in February, but we don’t expect this strength to continue as high oil prices start to weigh on consumer spending around the world. Meanwhile, the risks to global supply chains from COVID-related disruption have eased a little.
Long Run Outlook Drop-In (23 March, 11:00 EDT/15:00 GMT): What will be the lasting impacts of the war in Ukraine? What legacies will the pandemic leave? What does a future of higher inflation mean for economies and markets? Neil Shearing hosts this special discussion with senior economists about the long-term investing outlook on Wednesday. Register here.
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