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Bundles
6 August 2020 

August Economic Update: A cruel summer

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August Economic Update: A cruel summer
Report
Report

August Economic Update: A cruel summer


We've seen historic dismal numbers this quarter, but they are painful illustrations of the costs of a lockdown. In the second half of the year, the…


Carsten Brzeski, James Knightley and Peter Vanden Houte

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US: Forget the “V”
United States

US: Forget the “V”


With virus fears on the rise, jobs being lost and incomes squeezed, we feel the second phase of the recovery will be much more challenging, especially in…


James Knightley

 Eurozone: Better, but the fear factor remains

Eurozone: Better, but the fear factor remains


After the historic GDP contraction in 2Q, Eurozone economic figures have improved, though the flare-up of Covid-19 infections has placed a burden on the…


Peter Vanden Houte

China’s tech war with the US has made us revise our yuan forecast
FX
China

China’s tech war with the US has made us revise our yuan forecast


The persistence of the technology war is hurting long term Chinese growth and the yuan's strength. Although we're revising our yuan forecast, it…


FX: King dollar loses its crown
FX

FX: King dollar loses its crown


The dollar’s four percent decline in July marked its largest monthly drop since 2010. Driving this decline is both a re-rating of the European…


Chris Turner

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USAFXEurozoneChinaAugust Economic Update

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In this bundle
August Economic Update: A cruel summer August Economic Update: A cruel summer US: Forget the “V” Eurozone: Better, but the fear factor remains China’s tech war with the US has made us revise our yuan forecast FX: King dollar loses its crown

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