Catch up with Kyle: 7 February 2018
Growth is strong, but beware of overoptimistic sentiment
Global growth is at its strongest in a decade
After nearly a decade of weak and imbalanced global growth, the global economy is experiencing a synchronised economic recovery. Global growth is estimated to be above 5%, the strongest growth since the global financial crisis. Both GDP and earnings expectations have been revised upwards (as shown in Chart 1).
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