Global Macro Overview: 1st Quarter 2018 | Research & Videos | Brandywine GLOBAL

Global Macro Overview: 1st Quarter 2018

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1.  

00:00 

Introduction

2.  

01:55 

Synchronized, Broadly-Based Global Economic Expansion

3.  

02:21 

Some Moderation in the Global LEI

4.  

02:38 

Leading and Co-Incident Measures of U.S. Economic Activity Are Healthy

5.  

03:04 

Not Much Moderation Based on EZ Leading Economic Indicator

6.  

03:17 

Economic Boom in Germany of Unprecedented Proportions

7.  

03:32 

Story in China Is No Longer About the Old Industries

8.  

05:13 

Emerging from Post-Crisis Phase: No Tailwind of U.S. Household Credit Growth

9.  

06:05 

China Still Has Not Found an Economic Home for Its Savings

10.  

09:50 

Fed Restraint More Advanced Than It Thinks

11.  

15:04 

Appendix