List of Global Macro Concerns

“Three items dominated among a list of global macro concerns. China/EM credit risks ranked at the top of the list with 31% of participants noting it as a leading concern. Fear of asset bubbles from easy monetary policy (20%) and secular stagnation or prolonged low growth (20%) also garnered large responses. Other issues cited less frequently included deflation or undesirably low inflation (12%), political/military conflict (10%), inflation (4%), and a resurgence of financial stress in Europe (3%).” (Goldman Sachs)

Global Macro Risk

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