Rothschild Asset Management: Monthly Letter – August 2018
Marc-Antoine Collard, Chief Economist, Head of Economic Research, Rothschild Asset Management
The desynchronisation of the global economy continues. On the one hand, many regions are experiencing a slowdown, although we also see a robust dynamic in the US where economic growth in Q2 2018 reached 1% q/q (or 4.1% q/q annualised), matching the pace last observed in 2014. That said, several temporary factors boosted economic activity.
Read the full analysis in the Monthly Letter (PDF 131 KB)-