( 14 mins read ) Part Two of this Five-part series of Insights into the UK economy and financial markets examines the critical role played by the British government, which continues to pump tens of billions into the economy via
( 17 mins read ) While GDP data for Q1 are now “old” and seemingly of limited use, it makes little sense to forecast global growth in Q2 and beyond without at least knowing the starting point. We estimate, based
( 8 mins read ) Global GDP growth, in year-on-year terms, slowed to -2.7% in Q12020 from +3.1% in Q4 2019 and in quarter-on-quarter terms to -4.5% from +0.6% in Q4, based on growth rates in 14 major economies accounting
( 9 mins read ) FX markets’ conservative approach in face of acute coronavirus and macro uncertainty We argued in the 20th April edition of Armchair Trader’s Daily Newsletter that the currency range-trade was making a comeback. In the past
( 9 mins read ) The BEA will release tomorrow its first estimate of US GDP growth in Q1. Consensus estimate for the quarter-on-quarter seasonally-adjusted annualised rate of growth is -4.0%. If correct this would imply that growth in Q3
( 11 mins read ) Forecasts of the scale of a likely global economic recession and the shape of the recovery often give little thought to the economic variables being measured or their timeliness. Based on 4X Global Research’s own
( 8 mins read ) The consensus forecast is that GDP contracted in many major economies in Q1 and will most definitely contract in Q2 as a result of the negative impact of national lockdowns on supply and demand. The
( 11 mins read ) We argued in Lack of US market & macro volatility both reassuring and troubling (17 January) that “the market’s willingness to look through domestic political and geopolitical events suggests that only a significant exogenous or
( 10 mins read ) Developed central banks in the past week have been falling over themselves to loosen monetary policy and secure the proper functioning of financial and credit markets. The Fed, RBNZ, Bank of Canada, Bank of England
( 17 mins read ) The drastic measures which governments across the world have taken so far to mitigate the spread of the coronavirus have few precedents outside of war times and therefore quantifying their economic, financial and social impact
( 16 mins read ) In reaction to the coronavirus epidemic governments across the world have enacted measures unprecedented in recent decades, including closing national borders, setting up quarantine zones, restricting travel and closing factories and schools. Economic activity in
( 11 mins read ) The pace of central bank policy rate cuts has slowed sharply in the past few months (see Figure 1), in line with our view (see Early Christmas for (still weak) global growth, 11th December 2019).
Maybe Chinese businesses are no more influential on America’s values than American businesses are on China’s values, and the world is not a moral battleground for worshipping souls. https://twitter.com/benthompson/status/1279429366552748032
A tech angle for Independence Day
no accident that the ur-invasion story, The War of the Worlds, comes out of Great Britain at the height of its imperial power. hell, H.G. Wells makes this exaxt point in the book.
Gran programa para domingo de cuarentena.
Domingo que viene 19:00 vamos a escuchar la historia de vida de Santiago Bausili @Kicker0024. Santi fue Secretario de Finanzas en ARGY, Director en Deutsche Bank y VP en J.P. Morgan!
Neunquen, de mano de Vaca Muerta, era la estrella en generación de empleo privado formal. We are not in Kansas any more. Datos a abril 2020. Fuente Mterio de Trabajo.
If the Meiji Restoration had never happened, Tokugawa Iehiro would be the next Shogun. Instead, he's a University of Michigan grad running for the Diet from Shizuoka. He's the great-great-great-great-great-great-great-great-great-great-great-great grandson of Tokugawa Ieyasu. https://twitter.com/hiro_tokugawa/status/1155427801937276928
Godin en el fondo https://twitter.com/CNNEE/status/1279431040210284545
¿Cómo logró Uruguay ganarle al coronavirus? https://cnn.it/2NUdY67
Acá hay un hermoso texto. Pero hermoso, eh?
Mundos íntimos. "Gracias por enseñarme a ser libre", la dedicatoria que le escribí a mi papá y estuvo olvidada muchos años https://clar.in/3gksPTe
Tokyo Governor urged residents to avoid unnecessary and non-urgent travel outside Japan’s capital as new coronavirus cases in the city rose on Saturday https://trib.al/4U1VGX6
Seconded. Ambassador Yamanouchi (@JapanCons_NY) absolutely nailed it.
This is just...wow https://www.facebook.com/JapanConsNY/videos/193877002042806/?d=t