Global Macro Overview: 4th Quarter 2017 | Research & Videos | Brandywine GLOBAL

Global Macro Overview: 4th Quarter 2017

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1.  

00:00 

Introduction

2.  

01:20 

The Collapse in the U.S. Household Debt Super-cycle Is Over

3.  

01:38 

Household Deleveraging Has Ended

4.  

01:52 

U.S. Household's Spending Twin - Chinese Production Growth - Has Stabilized

5.  

02:40 

Tailwind of Aggressive Monetary Policy Support 9 Years After the Crisis

6.  

04:48 

Will Policy Normalization Slow Nominal and Real Growth?

7.  

06:27 

No Sign of U.S. Recession: Growth in LEI Is Up

8.  

06:55 

Capital Markets Signal U.S. Economy Busting out from Secular Stagnation

9.  

12:23 

Lending Has Bottomed Out; European Households Re-leveraging

10.  

13:18 

A Negative Credit Impulse Has Already Weighed on Chinese Real Estate

11.  

13:44 

But China LEI's Diverge Upwards from Industrial Trends

12.  

14:20 

China's Consumer Confidence Unprecedented

13.  

18:32 

Appendix