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Regional Specialists Review May 2018

Globally, economic growth seems in rude health, helped by widespread monetary stimulus in place for years. Large, front-loaded fiscal stimulus in the U.S. (via tax cuts and higher spending) and other factors are helping. Increased optimism on growth and the accompanying inflationary pressures are driving bond yields up nearly everywhere (except Japan, notably).

The risk of a trade war, particularly with China but with many other potential casualties, has also led to new “strength” in market volatility. Viewed less desirably by some, it represents a normal, healthy and long-absent part of markets. This has upset investors that rely on steady markets that exhibit consistent momentum.

Alas, consistent and predictable aren’t common hallmarks of many markets.

2/27/2018 3:17:27 PM

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