- The developed world is depending, and will continue to depend, more and more on the developing world.
- The focus of productivity and GDP growth is in Asia.
- The U.S. is the only country with trade deficits since 1976.
Nobody knows where the market will go in the next week, month, or year, but what can give investors an edge is to look at macro trends that are bound to influence economies and returns on investments.
In this article we are going to analyze productivity and trade balances among the most important global economic powers, and try to derive a long term trend from it in order to improve the international exposure in our portfolios. More →