Financial Market Risks Could Worsen as a Strong Global Economy Leads to Tighter Policies

Global Economic Growth: Could We Have Too Much of a Good Thing?

Six Emerging Trends with Great Implications

Global Economy: Strength Evident, Now Watch for Inflation and Investment

The Year Ahead: Strap in for a Bumpy Ride

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

Global economy firing on all cylinders: Could it even be too strong?<ul>
<li>
The OECD Composite Leading Indicator (CLI) rose to 100.2 in Nov 17, suggesting slightly above-trend growth in the OECD. CLIs for China inched up while India’s held steady. With the G7’s CLI at 100.1, the bloc is set for trend growth.</li>
<li>
US: Dec 17 Beige Book shows across-the-board growth in almost all 12 Federal Reserve Districts. Retail sales expanded 0.4% in Dec 17. CPI rose 2.1% y/y in Dec 17, down from 2.2% in Nov 17 but the…</li>
</ul>

Global economy firing on all cylinders: Could it even be too strong?

The OECD Composite Leading Indicator (CLI) rose to 100.2 in Nov 17, suggesting slightly above-trend growth in the OECD. CLIs for China inched up while India’s held steady. With the G7’s CLI at 100.1, the bloc is set for trend growth.

US: Dec 17 Beige Book shows across-the-board growth in almost all 12 Federal Reserve Districts. Retail sales expanded 0.4% in Dec 17. CPI rose 2.1% y/y in Dec 17, down from 2.2% in Nov 17 but the…


What Could Cause the G3 to Stumble?