A tentative reprieve from geopolitics has quickly given way to market concern about coronavirus, overshadowing the short-lived optimism on the US-China…
The coronavirus has already hit domestic demand in China, as well as supply chains further afield. But if the outbreak becomes more widespread overseas,…
Market optimism following the US-China trade deal announcement has given way to fear of what the human and economic cost may be from the coronavirus.…
The eurozone ended 2019 on a soft note, with growth decelerating to 0.1% quarter-on-quarter. While the stars are aligned to see a gradual, though subdued,…
China faces broad-based challenges from the coronavirus outbreak, from retail to manufacturing to possible defaults in bank loans and bonds. But the…
Despite rising optimism among firms, the risk of an abrupt change in trading relationship with the EU in 2021 means that investment is likely to remain…
Japan only has about 45 cases of coronavirus, but if this is just the start of a bigger outbreak, it could see GDP growth slow sharply
FX markets are in the process of adjusting to the coronavirus news – largely seen as a Chinese demand shock. If the virus was to start weighing…
Market rates are likely to remain relatively low; at about current levels or lower in the coming weeks (and likely months). Structural reversion to higher…
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