We’ve entered in to a “Twilight Zone.”
That’s according to Viktor Shvets, a strategist at Australian bank Macquarie in Hong Kong. In a big note out this week, Shvets set out his bearish view on the global economy, running through his views on the risk of stagnation, a drop in productivity, and the third industrial revolution.
The note really caught our eye though because it touches on a lot of the topics we’ve been thinking about and writing about here at Business Insider. From the rise of robots to the nationalization of capital markets via demographic timebombs, the note has a bit of everything and is definitely worth a read.
We asked Macquarie to let us reproduce the note, and they thankfully agreed. Read on:
Business Insider Emails & Alerts
Site highlights each day to your inbox.