Eurozone: Second wave balancing act
With coronavirus measures being tightened again, the eurozone recovery is likely to lose steam. At the same time, inflation remains stubbornly low,…
UK: Economic challenges mount as Covid-19 and Brexit collide
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'…
CEE: No hiding from the slower growth pace
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…
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A second eurozone wave should be a wake-up call for policymakers
