MacroRisks will start to take shape and start to get more volatile.
Over the next 12 months the political landscape, globally, is going to change....
​​​'The failure of monetary policy and a lack of any coordinated policies globally has not helped growth, or consumers, and now political changes will prevent any meaningful fiscal policies from being introduced. Trade agreements make good headlines, but the reality is there are fewer trade agreements than there are trade restrictions, and despite recent years of currency devaluation, trade is contracting. Although markets may brush aside the implications of the bankruptcy of the South Korean Hanjin Shipping company and the announcement from Maersk that it will split into two, (the transport & logistics division and energy division), are evidence that, globally, trade has been shrinking and will continue to do so, as Protectionism is growing. Consumers have been forced to deleverage and have learnt the practical lessons in economics, but the failure of central banks and corporates to encourage wage growth has kept demand subdued, and now the suppliers are beginning to suffer.'
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