Tag Archive: global macro

Global macro: 10 surprises for 2018

Having laid down our expectations for the World economy in 2018, in this note we describe a number of potential surprises to the outlook. The usual suspects, or ‘known unknowns’, include a larger-than-expected fiscal boost from US tax cuts, (geo-)political risks, economic policy mistakes, inflation surprises, a financial bubble burst, or a Minsky moment in China, to name a few.

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Are the World’s Billionaire Investors Actually Buying Gold?

The 4 investors profiled in the infographic are: Jacob Rothschild (Lord), chairman of London-based investment trust RIT Capital Partners Plc, David Einhorn, president of Manhattan-based hedge fund firm Greenlight Capital, Ray Dalio, chairman and CIO of hedge fund firm Bridgewater Associates, Westport (Connecticut), Stanley Druckenmiller, chairman and CEO of Manthattan-based Duquesne Family Office (and formerly of Duquesne Capital Management).

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