In case you missed it: Undone by a pandemic

Four scenarios for the global economy after Covid-19

We map out the hit to the global economy and possible path for recovery under four different coronavirus scenarios

Metals: Bumpy road in search for the bottom

Metals will be seeking to rebalance after the shocks from both the supply and demand-side. They are likely to be on a bumpy road while searching for the…

Eurozone: GDP contraction to rival great recession

With most eurozone countries in partial or full lockdown, GDP contraction this year is likely to rival the Great Recession. While the European Central…

European rescue alphabet soup and market impact

The past few weeks have seen a flurry of proposals for EU members to jointly finance the coronavirus-related fiscal costs. We look at the latest…

Central and Eastern Europe FX: Negative growth, more easing ahead

All CEE countries should experience negative growth in 2020, with 2Q20 constituting the bottom. All banks in the region are in full easing mode. We expect…

Thailand: It’s going to be the worst since the 1998 Asian crisis

We cut our forecast of Thailand’s GDP growth in 2020 to -4.3% from -0.8%, the worst year for the economy since the 1998 Asian economic crisis. We…