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Mark R. Kiesel
Investors today have numerous questions about the strength of the global economy and where to invest worldwide when markets are influenced so heavily by policy developments. The U.S. economy’s private sector is picking up some momentum; however, this near-term strength is being offset by higher taxes and spending cuts in the public sector. Japan’s economy could get support from the Bank of Japan (BoJ), which appears to be moving closer to “all in” with more aggressive monetary policy. China’s outlook remains relatively positive, however, its economic outlook is increasingly dependent on policy support, while Europe still faces significant growth headwinds.
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