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Macro Series – Global Letter – The day after tomorrow

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The real challenge, for policy and more, will come after the virus recession is over.

You wouldn’t choose to start from here. But the reality is that after a long, hesitant, and uneven upswing, the world economy is being tipped into recession – by a virus. The consensus – ...

 

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Key Developments & Chart of the week

Dear Colleague,  The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-29...   Become a member to read the...

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Macro Series – Global Letter – The day after tomorrow

The real challenge, for policy and more, will come after the virus recession is over. You wouldn’t choose to start from here. But the