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Oil, China And Central Banks: Three Themes To Play In The First Part Of The Year
January 28, 2016
We don’t think we are currently facing a fundamental risk of deteriorating economic conditions. Financial markets discount the risk of a recession. This is not the case in our view: world GDP growth is decent, albeit below potential and uneven, inflation dynamics are mostly being influenced by oil prices, and Central Banks are still very proactive and supportive.