As the days grow colder and darker in the northern hemisphere, so too, does the economic outlook, as the global economy switches from relief-and-surge…
As we approach winter in the northern hemisphere, the outlook for the global economy once again looks bleak as Covid-19 infection rates continue to rise.…
The US economy has responded well to the reopening with output likely expanding at a 30%+ annualised rate in the third quarter, but challenges remain and…
With coronavirus measures being tightened again, the eurozone recovery is likely to lose steam. At the same time, inflation remains stubbornly low,…
A renewed spike in Covid-19 cases and the growing likelihood of new restrictions suggests the economy will have a difficult winter. A 'no deal'…
Restrictions are back as Covid cases rise. But as measures will be less draconian than in 1H20, we look for a slower pace of recovery in the…
With internal tourism at its heart, President Xi's promotion of "internal circulation" is quickly delivering a recovery in Chinese GDP growth
The recovery continues in Asia, but it certainly cannot be described as a "V"-shaped recovery, more of a Nike swoosh, with the depth of the drop…
While the Covid drama surrounding the White House presented a distracting background, in the foreground the rates market is sniffing an eventual stimulus…
With less than a month to go until the US presidential election, it is fair to say that FX markets are starting to behold a vision of a Joe Biden…
The resurgence of Covid-19 across Europe and elsewhere is sparking fears of a reversal in the global recovery over the winter. While fiscal policy will…
The rise of new Covid-19 cases has led to concerns about an early end to the rebound of the eurozone economy. While we don’t see much of an impact…
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