Politics and Economics Collide: the threats and opportunities from Trump and Brexit

The global economy looks to be gaining increasing momentum with Europe and Asia now adding to what is already a positive growth story in the US. Consequently, central banks are increasingly thinking it is time to respond and unwind some of the unprecedented monetary stimulus, but there is uncertainty over how fast and how far they should go. Political risk also remains high. Referendums, elections, a potential US government shutdown and Brexit suggest nothing can be taken for granted. 

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