Economic Analysis - Key Themes For 2018: Backlashes And Disputes To Test Solid Macro Backdrop - FEB 2018
BMI View: Key global themes that BMI expects to play out in 2018 include a divergence between developed and emerging market economic growth, US-led conflict over trade and potentially with North Korea, and a regulatory backlash over disruptive technologies.
Drawing in part upon the 2018 themes identified by BMI's respective regional country risk and sector teams, we identify the following key global themes to watch in the year ahead:
EM Growth To Accelerate While DMs Plateau
EM Ex-China Picking Up As DMs Plateau Real GDP Growth (USD Nominal Weights) f=BMI Forecast. Source: BMI
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