Macro Series February 22, 2021 World View Economics, Macro Preston Llewellyn The attached World View presents, in one summary page, our judgement on the likely behaviour over the coming year or so, of: The current principal drivers of the world economy; The key economic and market variables, and; ‘Watch Fors’ which represent developments that, were they to occur, would... Read More...
MENA February 22, 2021 IRAN: Resumed Iran Diplomacy Will Provide No Easy Path Iran, Politics, US JCPOA Jon B. Alterman Iran is likely to restrict UN inspectors’ access to nuclear sites on 23 February, following the expiration of a deadline the Iranian parliament imposed on European countries to provide sanctions relief.… Read the rest ... Read More...
Macro February 22, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Politics Teneo Macro <div... Read More...
The Week at a Glance February 22, 2021 Argentina: The Wrong Medicine Against Inflation Economics, Argentina, Emerging Markets editorial Alejandro Giacoia, Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Rafael Aguilar, Isaías Marini Controlling inflation has become a priority for the government on the road to elections. The high records of December and January, which are unlikely to recede much in February, have accelerated the search for recipes that help lower inflation.…... Read More...
Asia February 22, 2021 JAPAN: Political stakes high as vaccination program begins Japan, Politics Tobias Harris Japan has begun its vaccination program, starting with a limited campaign targeting frontline medical workers. Supply constraints could limit the government’s ability to expand the campaign beyond medical workers in the near term.… Read the rest ... Read More...
Latam February 22, 2021 LATAM PULSE Latam, Politics Mario Marconini, Nicholas Watson This week, Ecuador’s electoral tensions will continue after the conservative former banker Guillermo Lasso reached a run-off vote by the narrowest of margins. Controversial electricity sector reforms in Mexico will go to a lower house vote.… Read... Read More...
