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US/CHINA: Public theatrics in Alaska may conceal progress behind closed doors

US/CHINA: Public theatrics in Alaska may conceal progress behind closed doors | Speevr

A summit of top US and Chinese diplomats in Alaska got off to a rancorous start, with both sides making combative opening statements as cameras rolled. Officials on both sides face pressure to project toughness and nationalism for domestic political audiences, but the dy…   Become a member to read the rest of this article […]

EM currencies: Central bank friends and foes

The Fed updated “dot-chart” of all FOMC members’ expectations of the appropriate policy rate points to only an incrementally less dovish stance. Based on a weighted average FOMC members still only expect one 25bp hike by end-2023, according to our estimates. Fed seems eager to c…   Become a member to read the rest of […]

Key Developments & Chart of the week

Key Developments & Chart of the week | Speevr

Strong China supply-side performace. US retail sales fell back, but probably only temporarily [pdf-embedder url=”https://speevr.com/wp-content/uploads/2021/03/Macro-series-Key-Developments-Chart-of-the-week-19-March-2021.pdf” title=”Macro series – Key Developments & …   Become a member to read the rest of this article

JAPAN: Challenging agenda awaits as Diet considers digital agency legislation

JAPAN: Challenging agenda awaits as Diet considers digital agency legislation | Speevr

The Bank of Japan (BOJ) announced the results of a policy review at its meeting on 18-19 March. The review resulted in several changes to the BOJ’s asset purchases and interest-rate targeting Yield Curve Control (YCC) program, but on the whole, the policy review indicates that th…   Become a member to read the rest […]

PHILIPPINES: Economic worries may keep government from implementing a lockdown

PHILIPPINES: Economic worries may keep government from implementing a lockdown | Speevr

Speculation is increasing in the capital of additional restrictions soon because new Covid-19 cases and the positivity rate have been rising steeply over the past two weeks. Today’s national number of 7,103 new cases is the highest since the start of the pandemic. Compared to ot…   Become a member to read the rest of […]

EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges

EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges | Speevr

Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below are some of this week’s key developments. Please do not hesitate to contact us if you want to discuss any of the countries men…   Become a member to read the rest of this […]