Six Risks to the Post‐Coronavirus Recovery
Policymakers face obstacles in getting the economy back on track. KEY INSIGHTS Once the initial post‐lockdown economic surge has abated, the global economy faces six key risks to its long‐term recovery. These include a second wave of the coronavirus, deteriorating U.S.‐China relations, and defaults in the U.S. nonfinancial corporate sector. Other risks include fiscal consolidation […]
Technologies series: DNA data storage
Vast volumes of data can be stored, condensed into DNA. What it is DNA data storage is the archiving and retrieving of data to and from synthetic strands of DNA. Data centres are considered by many, including the world’s top asset managers, as the ‘beating heart’ of global cit… Become a member to read […]
LATAM PULSE
In Chile this week, a defeat for the government on a key vote seems all but inevitable, while Covid-19 indicators show signs of improvement. Mexico’s Covid-19 traffic light system is mired in confusion. In Peru, the new cabinet named last week gets to work in earnest. Meanwhile, … Become a member to read the […]
MOZAMBIQUE: Default noise not credible
A report that the government would suspend interest payments on its USD 900mn Eurobond appears to be false. Officials at the Ministry of Economy and Finance (MEF) have been quick to state that the government intends to make the USD 22.5mn coupon payment due in September. While Mo… Become a member to read the […]
MACRO: Exit Strategies & Economic Policy Outlook
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 c… Become a member to read the rest of […]
CHINA: Yangtze River floods threaten supply chains and growth
China’s industrial heartland is suffering from some of the region’s worst flooding since 1998, causing disruptions to supply chains, while threatening a short-term hit to GDP growth and a spike in food prices. Personal protective equipment (PPE) is among the products facing suppl… Become a member to read the rest of this article
China’s V-shaped recovery under the microscope
Chinese GDP growth (seasonally-adjusted) was 11.5% qoq in Q2. This was stronger than consensus forecast (+9.6% qoq) and more than reversed Q1 contraction of 9.8% qoq. This record-high growth reflects both a post-lockdown bounce in economic activity and of course extremely “favour… Become a member to read the rest of this article