Global Markets

Global Markets Focus

11 December, 2017

What does 2018 have in store for developed markets?

We think that investors are still underestimating the extent to which the Fed will tighten policy next year. As a result, we forecast that the dollar and Treasury yields will rise in 2018. We don’t think that this will take a big toll on US equities, though, which are more likely to come under fire in 2019.

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