Global Macro Overview: 3rd Quarter 2018 | Research & Videos | Brandywine GLOBAL

Global Macro Overview: 3rd Quarter 2018

Jump to Section

1.  

00:00 

Introduction

2.  

01:04 

Global PMI down since February, Trade Particularly Weak

3.  

02:00 

Growth Divergence in the Anchor Economies

4.  

02:57 

China Government to Blame for China's Domestic Slump

5.  

03:06 

U.S. Driving Rates up in DM, China Driving Rates Down in EM

6.  

04:54 

Rare for Fed to Raise Rates with CRB Falling

7.  

06:02 

Growth Divergence Resolved with U.S. Weaker in 2016

8.  

07:15 

Rising Bond Yields Tend to Slow Expansions with a Lag

9.  

07:28 

Higher Energy Prices Act to Slow Activity as Well

10.  

07:33 

Stronger Dollar Weaker Global the Norm

11.  

08:23 

Some Important Sectors of U.S. Economy Look Soft

12.  

08:45 

U.S. Goods Price Inflation to Fall Based on Dollar Rally

13.  

09:29 

Final Thoughts

14.  

15:27 

Appendix 1 - Important Disclosure Information