Asia December 2, 2020 ASIA: Weekly politics update Asia, Emerging Markets, Politics editorial Bob Herrera-Lim, Gabriel Wildau, Tobias Harris Below is the weekly update of political developments across East Asia. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. CHINA: New data privacy laws aim to rein in... Read More...
Europe December 2, 2020 SPAIN: Budget almost approved; Catalan elections next Politics editorial Antonio Barroso The draft budget for 2021 is set to be approved by parliament following the multiple deals reached with several parties by the ruling coalition of the Socialist Workers’ Party (PSOE) and Unidas Podemos. The key piece in Prime Minister... Read More...
December 2, 2020 Macro Commentary: Biden’s China Policy Will Be More Hawkish Than Trump’s China, Global, Macro, US editorial, tradewars Alan Brazil fd8136_0e7d70a35e4b40d898315a175813ca02 ... Read More...
Macro Series December 2, 2020 Economic Risks Economics, Global, Macro editorial Russell Jones Secondary dips in activity multiplying before vaccines arrive A US Presidential inauguration surrounded by chaos Inflation falling further and remaining uncomfortably low Fiscal support being extended, further boosting debt ratios Central banks becoming... Read More...
December 2, 2020 Emerging Market currencies: Hopes and Realities Big Picture, Global FX, Global Economics, Emerging Markets editorial Olivier Desbarres Media coverage of Emerging Market currencies tends to oscillate between the very bearish and very bullish, with little differentiation between low and high-yielding currencies or between regional blocks let alone between the dozens of currencies still referred to, rightly... Read More...
Europe December 2, 2020 TURKEY: Mismanagement of Covid-19 spike set to worsen economic outlook Emerging Markets, Politics, Turkey editorial, covid-19 Wolfango Piccoli Two policy U-turns in less than a week signal the seriousness of the pandemic outbreak in Turkey. Facing a “perfect storm” as the country’s hospitals are overstretched, medical staff burned out and the contact tracing system overwhelmed, the government... Read More...
Europe December 2, 2020 ROMANIA: General election will strengthen PNL-led government Politics, Romania Andrius Tursa The ruling PNL party is expected to win the 6 December general election despite the government’s recent challenges in coping with the second wave of Covid-19. PNL’s most likely coalition partners include the liberal USR-PLUS alliance and conservative PMP. A new... Read More...
