September 24, 2020 Global growth: Collapse, Recovery, Slowdown…repeat? Economics, Global Olivier Desbarres We are sticking to our forecast, first set out in Shape of Recovery: Square Root & Hockey Stick (5th June 2020) that global GDP, which contracted about 7.0% qoq in Q2 (a number flattered by China’s... Read More...
September 24, 2020 SRI LANKA: Surviving Between a Rock and a Hard Place Sri Lanka Warut Promboon SummaryAsset ClassCreditQualityHigh yieldGeographySri LankaSectorSovereignDate24 SEP 2020 Executive Summary In our last report dated 12-May-20, we highlighted the fact that Sri Lanka will not default this year.… Read the rest ... Read More...
Macro Series September 24, 2020 Aggregate demand policy in a time of COVID Economics, Global, Macro podcast, editorial, GDP Silja Sepping, John Llewellyn, Russell Jones Press play to listen Large increases in government expenditure generally... Read More...
Europe September 24, 2020 EUROPE: Managing the pandemic – what we are watching Global, Politics editorial, covid-19 Andrius Tursa, Antonio Barroso, Carsten Nickel, Luis Cornago In this updated weekly piece, we provide snapshots of how selected European governments are dealing with the ongoing Covid-19 pandemic. Please do not hesitate to contact us if you want to discuss any of the countries mentioned... Read More...
Europe September 24, 2020 GERMANY: Budget 2021 – A glimpse at the fault lines of post-Merkel politics Germany, Politics Merkel Carsten Nickel <div... Read More...
