Greetings,
Europe: Here is the projected growth map.
Asia-Pacific: Taiwan’s stock market has been tumbling in recent days amid investor deleveraging (2nd chart).
China: Domestic rating companies are starting to do their job, …
… as local bond defaults soar.
Commodities: Commodities have been reacting strongly to global growth relative to prior years.
A weaker dollar has been helping to fuel the commodity rise.
Global Developments: The chart below shows asset classes with the highest fund inflows by year.
Food For Thought: Google search activity for “worker shortage”:
Edited by Devon Lall
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