Economic Risks August 4, 2020 Economic Risks Economics, Global Llewellyn Consulting The recovery process proves beholden to course of the virus Policy support is insufficient and withdrawn too soon Underlying growth potential is further significantly reduced Balance sheet weaknesses spark a cascade of... Read More...
August 4, 2020 Warnings about US economy and USD overblown Big Picture, Global FX, US Olivier Desbarres The United States’ post-war record GDP contraction in Q2 of 9.5% qoq and the Dollar’s recent depreciation have been making headline news but some perspective is required. The US GDP contracted about... Read More...
Europe August 4, 2020 EUROPE: CEE PULSE Central and Eastern Europe (CEE), Politics Andrius Tursa Serbia has launched a controversial investigation into the financing of civil society organizations critical of the government. In Bulgaria, Prime Minister Boyko Borisov is seeking appease continuing public discontent by reshuffling... Read More...
August 4, 2020 MACRO: Exit Strategies & Economic Policy Outlook Global, Politics exit strategy, covid-19 Teneo Macro 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... Read More...
Asia August 4, 2020 JAPAN: Prefectures move to contain surge as Abe government deliberates Japan, Politics Abe Tobias Harris Prefectural governments have moved to impose new restrictions as Covid-19 cases have continued to rise across the country. While the Abe government’s medical advisory panel has warned that without action a significant... Read More...
August 4, 2020 Argentina: The Week at a Glance Argentina, Emerging Markets editorial Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Mariela Díaz Romero, Rafael Aguilar, Isaías Marini The Spread Hops Back on Stage By the end of last week, the dollar exchange rate in its MEP and Blue Chip Swap versions surpassed the 120-peso barrier again and closed with... Read More...
Asia August 4, 2020 JAPAN/SOUTH KOREA: Japan threatens retaliation if seized assets sold off Politics, South Korea Tobias Harris A South Korean court is preparing to sell assets seized from Nippon Steel in order to compensate former forced laborers and their descendants. While the sale could take time, Japan has promised... Read More...
