Global CEOs realistic about growth in the face of unprecedented headwinds

wardsauto.com -

wardsauto.com—55 percent predict cautious revenue growth of less than 2 percent over next 3 years: 4th annual KPMG International survey Repositioning their business to meet the needs of Millennials is a priority for 38 percent. Geopolitics hits the boardroom, with territorialism named...

Why Global Growth Hit A Wall: China Credit Growth Continues To Slow. Submitted by Gordon Johnson of The Vertical Research Group QUICK TAKE: In short, our thesis is that city-level and regional macroprudential tightening policies in China currently will render economic growth in 2Q18, but more importantly 2H18, dismal; we believe this will spread to emerging markets, rendering the “global coordinated growth” bulls out of sync with reality. This, we believe, in turn, will weigh on metals prices, pushing many of the commodity pundits (i.e., Jeffery Gundlach) to...