Macquarie 6 月 20 日宏观,79页。眼下不过2017年中,对于明后年的预测倒也已经开始了。
The cycle rolls:we forecast 2018 and 2019 global real GDP growth(2.7% and2.6% respectively)to slow versus 2017(2.9%).Nonetheless,Global real GDPgrowth is forecast to remain in“the long grinding cycle”of 2.5-3.0% pa,below.