Strategy Special - Recession risk for late 2017 and early 2018
The strategy currently identifies several sources of risk for the global growth outlook.
This report discusses the implications from a potential downturn in China (see our recent report), coinciding with a cyclical downturn in USA and the consequences for global markets.
For that purpose, the report analyzes US inventory, investment and consumption, commodity prices, trade data, Chinese housing data and implications from protectionist policies.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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