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…
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…
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…
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…
