Global Growth Forecast - Q4 (Infographic)

Rick Harrell, Senior Sovereign Analyst, Loomis Sayles  - Miercoles, 21 de Octubre

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The global economy is in the midst of a major rebalancing, and many themes we have tracked since the start of the year intensified during the third quarter.

Our primary theme -- that the current state of the global credit cycle favors developed market consumers -- remains intact. But markets have focused their attention on the counterpart of that theme: many emerging markets (EM), including China, are entering the downturn phase of the credit cycle, and the availability of foreign capital to emerging markets is becoming scarce. Investors have drawn little comfort from China’s fiscal and monetary stimulus efforts to date.

Every quarter, we update our forecast map. Read on for our global highlights: 

 

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