Communication Challenge

The Davos contrarian indicator, Fed's denial, and cyclical manufacturing recovery

The Force is Strong in the Davos Person

At the core of our 2020 outlook are three tailwinds we expect to push stock prices higher, credit spreads tighter and suppress volatility until 2Q20; a recovery in global manufacturing, easing monetary policy and strong real wage growth¹. We also offered five macro trends for 2020 and beyond, deglobalization, the f…

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