Grandes sorpresas de mercado de 2017

The video discusses the global economic momentum, highlighting sustained GDP growth and tighter financial conditions. It reviews unexpected financial trends in 2017, such as the US dollar's decline and bond market resilience. The discussion shifts to productivity stagnation and capital expenditure, noting potential improvements due to global growth and tax reforms. The link between investment and productivity is explored, emphasizing cyclical factors. Finally, the impact of technology diffusion on productivity is examined, with a focus on the role of innovation and global growth in driving technological adoption.

What factors are expected to remain constant in the global economy?

How did the financial conditions in 2017 differ from previous expectations?

What are the implications of the lack of productivity growth in the United States?

How does technology diffusion affect productivity in various companies?

What role does global growth play in capital expenditures and productivity?