MACRO: Exit Strategies & Economic Policy Outlook

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Below is this week's exit strategies table, which also includes updated information on the policies that selected governments around the world are implementing to counter the economic fallout from Covid-19. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. Click on 'View PDF' below to see the table.
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WEEKLY POLITICAL COMPASS

( 7 mins read ) Press play to listen China’s biggest chipmaker will be affected by new US export control rules. Optimism is returning to the post-Brexit EU-UK talks. In Argentina, the economic situation will remain highly unsettled ahead of an imminent

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WEEKLY POLITICAL COMPASS

( 7 mins read ) Press play to listen The EU is unlikely to impose economically meaningful sanctions on Turkey. In Peru, political tensions are likely to remain high even after President Vizcarra survived an impeachment vote. Poland’s coalition government

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WEEKLY POLITICAL COMPASS

( 7 mins read ) Press play to listen The German chancellor is increasing the pressure on the Russian government in the Navalny case. There is renewed speculation about a no-deal UK exit from the Brexit transition period. In South

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WEEKLY POLITICAL COMPASS

( 7 mins read ) Press play to listen In Belarus, protests continue against President Lukashenko. In South Korea, the surge in Covid-19 cases has caused the reintroduction of public health measures. In Venezuela, opposition leader Juan Guaido will present

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Ireland has the highest share of population aged under 29 in the EU. Italy the lowest. https://ec.europa.eu/eurostat/statistics-explained/index.php?title=Being_young_in_Europe_today_-_demographic_trends#Europe.E2.80.99s_demographic_challenge

Timely reviews from @JNilssonWright on 'Twilight of Democracy' [you can say that again!] & 'Iconoclast' [Sayonara, Abe-san] by @observingjapan

Exclusive: China preparing an antitrust investigation into Google - sources https://reut.rs/2GlUmHk writes Cheng Leng @QiZHAI @DavidKirton_

The North American release date of THE ICONOCLAST is Thursday! Order now and you'll have it imminently. https://bookshop.org/books/the-iconoclast-shinzo-abe-and-the-new-japan/9781787383104

Alejandro Catterberg en diálogo con @LongobardiM: “La crisis económica es un hecho, y esa realidad está llevando al Presidente a una posición mucho más débil, obligándolo cada vez más a recostarse sobre el núcleo duro cristinista del 25%.”

Alejandro Catterberg en diálogo con @LongobardiM: “La economía dejó de ser determinada por la política y pasó a ser definida por la crisis mundial, agravada en Argentina por la duración de la cuarentena.”

Alejandro Catterberg en diálogo con @LongobardiM: “El electorado argentino ya no está dividido en tres tercios. Hay una amplia mayoría que rechaza a Cristina Kirchner y a Mauricio Macri.”

Alejandro Catterberg en diálogo con @LongobardiM: “Fuera de los dos núcleos duros de cristinistas y macristas, hay un 54% que nosotros llamamos “Ni-Ni políticos”. Se trata de gente que dio vuelta la página, y viene creciendo constantemente en el tiempo -en 2016 era 33%-.”

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