Global economy: oil impact, currency contagion, resource rout, China transition

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Report summary

Once again the global economy is back in focus. Concerns are mounting over deflation in Europe, the likely failure of Abenomics in Japan, China’s slowdown, and recession in the world’s largest commodity producing economies. The only ‘bright spot’ seems to be the US, which will benefit from low oil prices. Or will it? 

Table of contents

  • Lower oil price: boon or blight for the US economy?
  • Currency contagion?
  • Brazil – hit by resource collapse and scandal
  • China’s transition
  • Europe’s last shot?

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