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What if?

Weekly investor research

15 January 2018

The global backdrop section of this report outlines the likely implications of a return to higher inflation in the United States. While US core inflation so far remains benign below 2% it is nevertheless prudent to contemplate the alternative inflationary scenario. Indeed, we believe that the US and other excessively indebted developed economies will eventually have to inflate and devalue their way back to sustainable debt burdens and greater productivity. The Weekly also covers stock market developments in Saudi Arabia, the latest macroeconomic news in China, improved relations between the two Koreas, the cyclical upswing in Brazil, Thailand’s fiscal stimulus, inflation in Argentina, political developments in Venezuela plus the snippets.

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