Uncertainty Is the Easy Part

The policy decisions of a new US administration could potentially impact the global economy in a number of ways with key areas that might be affected including trade and tariffs, geopolitical stability, fiscal policy, deregulation, and immigration policy. In our charts this week we focus on:

·       Global equity market responses

·       Economic policy uncertainty

·       The consensus for policy rates

·       Oil prices and yields

·       China’s economy

·       Japan’s politics