Macro Series

Global Letter – Structural reform will differentiate countries

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

Investors would be well advised to pay close attention to how countries’ structural policies rate
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

Economic Risks

( < 1 min read ) Please find attached the January issue of our monthly Economic Risks. Below is a top-level summary: A rampaging virus and lockdowns extend secondary dips Immunisation programmes take time to reach critical mass Bankruptcies, joblessness, poverty, and inequality

Read More »

Ten developments to watch for in 2021, and beyond

( 2 mins read ) LlewellynConsulting’s Ten developments to watch for in 2021, and beyond details what we judge most likely to happen; and pays particular attention to detailing what we see as the main risks and uncertainties. There is

Read More »

Global Letter: A tale of toggle PIKs

( < 1 min read ) Credit market excesses typically occur in times of low interest rates, when investor demand for higher-yielding instruments leads to the creation of asset classes with returns that, in hindsight, were out of line with the

Read More »

Economic Risks

( 6 mins read ) OECD: second waves and double dips The first half saw the sharpest and broadest contraction in OECD economic activity since the Great Depression. After a rapid rebound in Q3, when lockdowns were eased, recovery has

Read More »

Comment – Default Options

( 11 mins read ) The world’s poorer nations are confronted by sharp recessions that threaten to endure. Poverty and inequality are rising rapidly, reversing earlier global income convergence. Public finances are coming under growing duress, and debt distress is

Read More »

Historically low inflation is a global phenomenon

( 2 mins read ) It is not just confined to the advanced economies Inflation in emerging market and developing economies 1.       Inflation fell to extraordinarily low levels in the emerging and developing (EMD) economies in the early stages of the

Read More »

Global Letter – Cold realities

( 4 mins read ) Press play to listen Broader ramifications of COVID are set to come into sharper relief, not least in the UK. Tough economic times coming Commentary in today’s 24/7 news world tends to be intrinsically incremental.

Read More »

Postcard: Staycation in London

( 4 mins read ) Cleaner, less noisy, less polluted, but operating well below capacity. Not being keen on self-isolating, we decided not to travel abroad this year, but rather to have a (ghastly word) ‘staycation’ in London. After all,

Read More »

Aggregate demand policy in a time of COVID

( 21 mins read ) Press play to listen Large increases in government expenditure generally necessitate restraint elsewhere However at present significant resources are lying idle: no such sacrifice is needed Hence increases in government exenditure currently need not be

Read More »

Post Card – Estonia: A country of many faces

( 4 mins read ) Natural beauty and tech savviness make this small state a perfect remote-working destination I write this overlooking a quiet bay on the Western coast of Estonia. Nearest civilization is about half an hour’s drive away.

Read More »

Follow our contributors on Twitter

¿El Banco Central tiene margen para evitar un salto del dólar?: el veredicto del economista Andrés Borenstein http://ow.ly/CIgH102wRCp

EU lays out plan to block US weaponization of interdependence. Devil will be in the details. Most important, will European capitals be willing to face the commercial risk to their firms of large scale resistance. And can EU build the institutions to do so. https://www.ft.com/content/20f39e33-e360-479e-82e2-5441d24f0e0b?segmentid=acee4131-99c2-09d3-a635-873e61754ec6

#france invokes its new #fdi screening mechanism to prevent a Canadian company from acquiring grocery retail giant #Carrefour, claiming #covid had demonstrated how this deal would hinder #natsec 🤔 https://www.politico.eu/article/france-carrefour-takeover-food-security-battle/

Según una encuesta de @Poliarquia_ y @PxP_LAC el 89% de los argentinos está a favor de que se frene la deforestación 🪵🔥🌳
@gabrielpodesta @natilouz
https://www.lanacion.com.ar/sociedad/el-89-argentinos-esta-favor-se-frene-nid2571937

Brexit reality is sinking in. Really great article by ⁦@tconnellyRTE⁩ 👇🏼 https://www.rte.ie/news/2021/0115/1190108-brexit-analysis-and-comment/

Load More...