zerohedge.com / by Tyler Durden / 12/29/2013 21:32 -0500
In a vacuum, the U.S. is enjoying strengthening economic growth buttressed by a positive feedback loop due in large part to improving household debt dynamics and job creation. Asia seems to be adequately managing economic growth as well; investors remain sanguine on China and the general region’s long-term outlook. While Europe struggles to grow, due to continued austerity, the situation has improved. Taken together, RCS Investments’ Rodrigo Serrano notes that these 3 regions illustrate an ongoing global recovery that remains on weak foundations, susceptible to influence by both positive and negative factors. Below are the most important trends investors need to keep an eye out for over the coming year.
7 Key Themes
- Europe needs growth, not just stabilization.
- Will political and military tensions increase in Asia? (p. 8)
- Japan: Are the clouds parting, or is it the calm before the storm? (p. 9)
- China: What lies in store for the global economy’s arcanum? (p. 13)
- Wave of Uncertainty to come from the Fed (p.16)
- Fracking: Revolution or Retirement party? (p. 19)
- Re-shoring: Likely or not happening? (p. 22)