MACRO PICTURE
US Can Temporarily “Decouple” From The EZ (If The Shock to EZ is Mild)
By Alex Waters and Brunello Rosa
23 April 2019
In this paper we discuss:
- the economic (trade and domestic demand) and financial linkages between US and the EZ;
- the "causality" between US and EZ economic cycles;
- the sensitivities between US and EZ growth rates;
- whether the US can withstand a shallow/deep recession or the breakup of the EZ;
- how the policy response of the EZ could impact US growth; and
- the market opportunities and implications of all the above.
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Download PDF: R&R Macro Picture US and EU Business Cycle - April 2019
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