This summer was a time of dramatic change: in politics, geopolitics and – in world’s two largest economies – in economic policy and markets... RockCreek sees three themes to watch as the year ends: 🏛 Rising political tensions in the US and globally. Will conflict – including potentially in the US – spill over to affect the economy and markets? 💵 Inflation subsiding, back to price stability. Interest rates are going down, but will not go back to zero. 🌎 Return of global imbalances? Strong US consumption and growth looks set to continue, lifting the global economy. Read our quarterly commentary letter 👇 https://lnkd.in/epHwqFpr
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