Rothschild Asset Management: Monthly Letter – September 2018
Marc-Antoine Collard, Chief Economist, Head of Economic Research, Rothschild Asset Management
In the US, recent macroeconomic data suggest that activity remains robust. However, the desynchronisation of the global economy is increasing and the negative effects of the Fed's monetary tightening are becoming apparent not only in certain segments of the US economy, but also beyond its borders, notably in emerging economies.
Read the full analysis in the Monthly Letter (PDF 300 KB)