November Economic Monthly: Navigating a sea of waves
Hopes of a 'blue wave' in the US election are giving way to concerns over a second wave of Covid-19 across several major economies. This poses…
Indications point to a Joe Biden presidency, absent the 'blue wave' that markets had been anticipating. Political animosity means a substantial…
The second wave in Covid-19 infections has led to new lockdowns in the eurozone, most probably leading to a fall back into recession in the fourth…
The Chinese government's views on technology development are the most important feature of China’s 14th five-year plan, which begins in the new…
From Asia, the pandemic situation in Europe and the US looks bad and threatens the regions' exports. But the absence of a second wave (or third where…
We expect England's lockdown to trigger a sharp contraction in November GDP, albeit perhaps not as steep as we saw back in March/April. Alongside…
The CEE region is feeling the heat of the second Covid wave. But with less severe restriction, the economic hit should be less painful too. We also think…
As the Covid-19 crisis abates across the region, investors are eager for signs that governments will be able to transition to a more hawkish fiscal policy…
FX markets have reacted to news of a much closer US election by selling currencies most exposed to the global recovery story and buying USD and JPY.…
Picture what many term the most important US election in living memory. Frame it within a global pandemic not seen in 100 years. Add massive supply to get…
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