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For our third chart extraordinaire in a series of three, strategist Peter van der Welle picked this one entitled ‘Mind the Gap: Inflation is back’. This shows how the gap between the global bond index (blue line) and developed market inflation surprises (orange line) has widened after levels of reported inflation have progressively exceeded expectations in recent months.
This year we have broken with tradition and compiled our look-ahead as a dynamic infographic. Given the tumultuous changes seen in 2016 we have entitled our outlook 'Time for Plan B'. In our 2017 outlook we focus on more than a dozen issues, including the US economy, Europe's 'problem children' Italy and the UK, China, emerging markets and valuations of stocks worldwide.