WEEKLY POLITICAL COMPASS

Macro

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In Germany, the deadline for the required proportionality assessment on the ECB’s PSPP is approaching. In Brazil, a reform of the tax system could be on its way, which could include a new digital services tax. In South Africa, a PPE corruption scandal is affecting the government. Meanwhile, the bilateral relationship between Japan and South Korea continues to deteriorate, the Italian government is expected to unveil a new stimulus package this week, and the coronavirus situation is worsening in Colombia. Unemployment has skyrocketed to unprecedented levels in many countries. In most Europ
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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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MACRO: Exit Strategies & Economic Policy Outlook

( < 1 min read ) Press play to listen 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

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MACRO: Exit Strategies & Economic Policy Outlook

( < 1 min read ) Press play to listen 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

Read More »

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As CCS, Suga was not deeply involved in Abe decision to focus on return of just 2 islands from Russia. Instead, Imai & other METIs took lead. With Imai & Hasegawa leaving former roles, MOFA expected to regain prominence. MOFA never keen on Abe's RU policy. https://www.hokkaido-np.co.jp/article/462844

Shinzo Abe deserves credit for his accomplishments, but the stability of his nearly eight-year term also comes down to luck, @observingjapan argues. His successor faces a more daunting agenda, from the economy to China to negotiating with Trump.
https://trib.al/fBD8aif

The G20 called on private creditors to participate in the DSSI debt suspension on "comparable terms". #Zambia is the first African country requesting private participation. Trendsetter?

Mwebantu@Mwebantu

JUST IN: GOVERNMENT SEEKS EUROBOND DEBT PAYMENT SUSPENSION OF SIX MONTHS. #Zambia

Not only did Shinzo Abe have to be good to hold office longer than any other Japanese prime minister—he had to be lucky. Abe’s successor promises continuity, but he may not have the same good fortune, @observingjapan writes.
https://trib.al/l3yDdMp

Usar máscara en negocios, que los bares y restaurantes cierren más temprano y que la gente trabaje de casa si puede. Por ahora, no se vuelve a la cuarentena: siguen abiertos los colegios, se puede hacer deporte grupal, etc. Solo se limitan las reuniones sociales a 6 personas. https://twitter.com/AgenciaTelam/status/1308430856273436673

Agencia Télam@AgenciaTelam

El Gobierno británico anunció restricciones más duras por seis meses
https://www.telam.com.ar/notas/202009/516918-reino-unido-coronavirus-restricciones.html

Looks like there's still some give and take between US chipmakers and the Commerce Department
https://uk.reuters.com/article/us-intel-huawei/intel-gets-u-s-licence-to-supply-some-products-to-huawei-idUSKCN26D0HV

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