MACRO: What to watch in 2021

Europe

Share on twitter
Share on whatsapp
Share on facebook
Share on linkedin
Share on email

Listen to our reports with a personalized podcasts through your Amazon Alexa or Apple devices audio translated into several languages

Our global outlook includes the views of our political risk team on the main issues to watch in each region in 2021. As the medium-term response and the recovery from the Covid-19 pandemic take shape next year, politics will continue to be crucial. Our global platform of analysts stands ready, as always, to help our clients navigate the pathways to the 'New Different.' Please do not hesitate to contact us if you want to discuss any of the issues mentioned in the report in more detail.
Register for FREE or log in to read the rest of this report.
Access to 10+ top independent research providers for an affordable flat rate
Flexible to your changing needs and markets.
Ideal for small/mid-sized hedge funds, family offices, private wealth managers, and corporates
Previous
Next

WEEKLY POLITICAL COMPASS

( 8 mins read ) Press play to listen G20 leaders discussed how to distribute Covid-19 vaccines around the world. An EU-UK trade deal might finally be agreed in the coming days. Another major anti-government protest is expected in Thailand. The Tigray conflict continues

Read More »

MACRO: Policy responses to Covid-19

( < 1 min read )   Register for FREE or log in to read the rest of this report. Members loginUsername or E-mail* Password* Only fill in if you are not human Keep me signed in Register Forgot your password?

Read More »

WEEKLY POLITICAL COMPASS

( 6 mins read ) Press play to listen China has suspended frozen food imports from 20 countries. The Tigray conflict is spreading beyond Ethiopia’s borders. The EU recovery fund is threatened by national vetoes. Peru’s congress will vote in a new president. Meanwhile, the leaders of India and China will

Read More »

MACRO: Policy responses to Covid-19

( < 1 min read ) Register for FREE or log in to read the rest of this report. Members loginUsername or E-mail* Password* Only fill in if you are not human Keep me signed in Register Forgot your password? Related

Read More »

WEEKLY POLITICAL COMPASS

( 7 mins read ) The mid-November deadline is approaching in EU-UK talks. In Ethiopia, the conflict with the Tigray region has escalated. Peru’s president will face an impeachment vote in Congress. Meanwhile, Australia’s trade minister has denied rumors about

Read More »

MACRO: Policy responses to Covid-19

( < 1 min read )   Register for FREE or log in to read the rest of this report. Members loginUsername or E-mail* Password* Only fill in if you are not human Keep me signed in Register Forgot your password?

Read More »

WEEKLY POLITICAL COMPASS

( 7 mins read ) While all eyes are on the 3 November US elections, here is what else should be watched this week: European countries are implementing harsher restrictions again. China’s latest Covid-19 outbreak seems to have been contained. Peru’s Congress will decide whether to start an

Read More »

MACRO: Policy responses to Covid-19

( < 1 min read ) Below is this week’s updated table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. Please do not hesitate to contact us if you

Read More »

WEEKLY POLITICAL COMPASS

( 9 mins read ) China’s health authorities have discovered new Covid-19 cases. Italy has announced new restrictive measures. Thailand’s parliament will start a special session over anti-government demonstrations. Peru’s President Martin Vizcarra could face another impeachment process. Cote d’Ivoire will go to the polls in a tense

Read More »

MACRO: Policy Responses to Covid-19

( < 1 min read ) Below is this week’s updated table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. Please do not hesitate to contact us if you

Read More »

WEEKLY POLITICAL COMPASS

( 8 mins read ) Press play to listen Anti-government protests have gained momentum in Thailand. On his first trip abroad, Japan’s new PM is visiting Vietnam and Indonesia. The UK and the EU will continue their future relationship negotiations.

Read More »

MACRO: Policy Responses to Covid-19

( < 1 min read ) Below is this week’s updated table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. Please do not hesitate to contact us if you

Read More »

Follow our contributors on Twitter

While America's China watchers furrow their brows over whether the Communist Party wants to "export" its ideology abroad, this story reveals, as if it were a scandal, that a US company operating in China said, "We’re not here to promote American values." https://www.wsj.com/articles/airbnb-executive-resigned-last-year-over-chinese-request-for-more-data-sharing-11605896753

Episodio 30 de La Economia en 3 minutos. Esta semana corta vamos con "Los impustos mas locos del mundo". Desde el viento en Chubut a las tarjeta de Larreta a los 14 impuestos de Alberto, el ingenio argentino no tiene límite. Nos acompañan Beatles y Avicci

https://anchor.fm/andres109/episodes/Los-impuestos-ms-locos-del-mundo-emt2e2

Perú colocó US$ 4000 millones en bonos globales en dólares, incluyendo uno a 100 años:
-2032 ~1,90% (100 puntos básicos de spread).
-2060 ~2,80% (125 sobre el Bono del Tesoro 30).
-2121 ~3,25% (170 sobre el Bono del Tesoro 30).

”我们期待美方监管机构尽快与我方就具体方案开展磋商。“ China securities regulator re-ups calls for starting discussions with US to avoid delisting Chinese companies from US equity markets.

http://finance.people.com.cn/n1/2020/1121/c1004-31939276.html

This story contradicts widespread claims that companies in China cannot refuse government requests for data or that Chinese authorities simply seize the data they want without asking permission. https://www.wsj.com/articles/airbnb-executive-resigned-last-year-over-chinese-request-for-more-data-sharing-11605896753

Life imitates @Shteyngart, again.

https://amp.scmp.com/week-asia/lifestyle-culture/article/3110512/their-american-dream-sours-koreans-us-eye-return-home

Load More...