MACRO: Exit Strategies & Economic Policy Outlook

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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 »

WEEKLY POLITICAL COMPASS

( 6 mins read ) Press play to listen 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

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I have a new post in the Prime Minister's Time section of my website, analyzing Suga's schedule for the week of 9/20. http://observingjapan.com/2020/09/26/the-week-of-20-september-2020/

Shinzo Abe presided over an era of stability in Japan, but his successor does not share Abe’s luck, @observingjapan writes. Japan’s economy has sunk into a recession and Beijing’s recent actions have entirely undone Abe’s pursuit of a rapprochement.
https://trib.al/GW4kv2W

En 4 de los últimos 5 meses las importaciones pagadas fueron superiores a las computadas en aduana. En exportaciones la tendencia es la opuesta: llevamos 7 meses seguidos con menos ingreso de dólares que exportaciones. Así es la brecha XL. Imposible que no falten dólares. #MULC

"Risks and Opportunities for the Euro" https://www.europarl.europa.eu/thinktank/en/document.html?reference=IPOL_STU(2020)652751 . A study Daniel Gros and I did for the European Parliament on the prospects for enhancing the currency's international role.

Shinzo Abe presided over an astonishing period of stability in Japan. His successor promises continuity, but a recession, an aggressive China, and a possible second Trump term will make it difficult to deliver on that promise, @observingjapan argues.
https://trib.al/Bcbe1U8

I don't think I've read anything that lays bare America's "cold civil war" as well as @jbouie does here. https://www.nytimes.com/2020/09/25/opinion/trump-supreme-court-missouri-compromise.html

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