Trumponomics is expected to bolster the case for stronger growth and rising inflation, sustaining rallies and higher yields in some financial markets.
The Aviva Investors House View document outlines this topic and other global macroeconomic prospects, identifying key themes that will frame investment decision-making and underscoring key risks. It also considers the implications of those views across a range of markets.
Read an extraction from the Aviva Investors House View document. Featured articles include:
- US: Trump Turbo-Charges Reflation
- UK: Brexit Won’t Be Painless
- CANADA: Soft Landing In Housing