The Peterson Institute produces some of the best work on this topic. NAFTA at 20
European Inflation Declines in March
The fall in March CPI inflation is welcome news to the ECB. The decline indicates that the recent rise in prices was fully the result of higher energy costs. This news will allow the ECB to remain on hold this year. Low inflation, a cyclical economic acceleration, and easy monetary conditions point to higher equity [...]
Eurpean PMI Confirms Economies Pick Up Steam
The March PMI release confirms that the European economy has accelerated since last summer. Stronger growth, low inflatio, and continued monetary accomodation supports the case that European equities will outperform the USA. http://www.tradingeconomics.com/euro-area/manufacturing-pmi
IMF World Economic Forecasts
Attached is the IMF's forecast in their April 2017 World Economic Outlook imfweo417rev