We are still positive on equities, as global growth remains solid, although the acceleration phase is likely to be over soon.
Inflation remains one of the most important topics this year. Despite higher oil prices, we expect core inflation to remain subdued.
In our view, markets have priced the ECB too aggressively, as we expect the first ECB hike in Q2 19.
Increasing tension between the US and China is a cause for concern.
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