2018 Forecast: Pro-Business Economy Unleashes Growth

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In our view, the economy is experiencing a marked shift back to free-market capitalism, rewarding private risk-taking. That inspires growth.

  • Pro-business tax cuts are the icing on the cake of a strong global economy
  • The United States, China and Europe are the “big three” that will drive global growth
  • Amid market complexity, it is best to focus on the ABCs of economic growth
  • Productivity to regain its mojo, even as inflation struggles to regain its luster
  • Currency stability of the big three is the base case but tail risk might wag this dog
  • Global diversification will dominate U.S.-centric investing for a second straight year

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